Investing (Stocks)

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…

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Wise: Scaling Towards Zero Fees

Wise’s relentless focus on driving down fees is reminiscent of Costco’s approach. In every earnings call, Wise’s management faces repeated questions about its profitability, and its answer remains consistent: its…

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Is Celsius Losing Its Fizz?

Humans are naturally linear thinkers—we expect recent trends to continue indefinitely. So, when the energy drink company Celsius posted 100% annual growth for four consecutive years, investors began dreaming of…

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