Netflix: The Moat Widens
Meta’s AI-Powered Future
Meta’s stock performance has been remarkable, surging by over 70% in the past year, significantly outpacing the broader market. This resurgence is fueled by strategic investments toward Artificial Intelligence, a…
2024 Insider Stock Recap: Key Challenges, Lessons, and Looking Ahead
Despite 2023’s strong market performance, 2024 has presented compelling opportunities to acquire high-quality businesses at attractive valuations. As we’ve seen repeatedly, investor time horizons compress to zero during drawdowns, and…
Lululemon: Market is Optimistic About Q4 and Beyond
After the company’s third-quarter results, Mr. Market found its groove and sent Lululemon’s share price soaring over 20%. Concerns about intense competition in the high-end athleisure market seem to have…
Everybody Wants to Buy Recent Winners in The Stock Market
The stock market has been a great place for optimists to grow wealth—especially over the past two years. Between December 7, 2022, and today, the S&P 500 has delivered approximately…
Brookfield: Ackman’s Big Bet and an Updated Valuation
Brookfield made headlines recently when Bill Ackman, renowned investor and founder of Pershing Square Capital Management, revealed Brookfield Corporation (BN) as his fund’s largest holding. As of his latest 13F…
Sea Limited: Profitable Growth Arc
This marks the second consecutive quarter in which I’m happy with all three segments of Sea Limited’s business—digital entertainment, e-commerce, and digital financial services. From my earlier article in March…
Paycom: Turning the Corner?
Before diving into Paycom’s latest earnings, let’s recap the challenges that led the stock to trade at a forward PE multiple of just 17x when we first covered it in…
The #1 Law of Growing Wealth
It has been 18 years since Google bought YouTube for US$1.65 billion. Now, YouTube generated US$50 billion in revenue over the past four quarters alone. The YouTube founders were initially…
Stocks that I’m selling, trimming, or holding. And why.
I’m pretty happy with the companies in my portfolio right now; most are hitting their stride, and the strong business performance is reflected in rising stock prices. Over the long…
Why I’m Taking Profits in the Stock Market Now
It’s been nearly a decade since I last made the deliberate decision to increase my cash position. Now, I want to be clear—this isn’t a market crash prediction. But the…
Trip.com Group Deep-Dive
I’m a fan of platform businesses primarily because it often leads to a monopolistic or oligopolistic market position. The largest player, with the most merchants and traffic, offers the most…