[Podcast] Being a Full-Time Investor W/ Thomas Chua
In this podcast, I share about my journey, the investment framework I favors, how I looks at loss-making companies as well as my thoughts on Chinese stocks such as Alibaba.
How Marathon Asset Management Profit From The Capital Cycle
Marathon Asset produced several iconic investors such as Nick Sleep and Jeremy Hosking.
Their letters from 2002 to 2015 provided a treasure trove of insights into their investment frameworks and…
10 Lessons from Jeff Bezos on Investing, Business and Life
At 30 years old, Jeff Bezos left his cushy career in banking to start an online book store.His letters as the CEO of Amazon are a treasure trove of insights…
Alibaba Deep-Dive Part II
Deep dive into Ant Financial, regulations and valuation of Alibaba.
Why Buffett Loves Winner-Take-All Companies
Many of the top performing companies today operate in a winner-take-all or winner-take-most business dynamics.
What Made Home Depot a 10-Bagger in The Past Decade?
Sometimes a great investment has a simple thesis.
Webinar: Value vs Growth Investing
I will go through these two styles of investing with real-life case studies. Get ready to go beyond theory and dive into application.
Has The Investment Thesis for Alibaba Turned Sour?
This quarter is important because it is the first quarter where they feel the full impact of the new regulations. And I’m looking for signs as to whether the regulations…
Alibaba Deep Dive
Deep dive into Alibaba’s e-commerce and cloud business.
Crowdstrike Deep Dive
Crowdstrike has been an absolute beast of a company, and they execute well on all metrics: revenue growth, improving operating margins, free cash flow, a fast time-to-value, low churn rate…
The Forever Portfolio
While many people speak of long-term investing, few understand that it is more than just the duration of your holding period, it is the quest of looking for companies that…
[Podcast] Sea Limited – Stock Geekout with The Financial Coconut
In these three episodes, I sat down with Reggie from The Financial Coconut and discuss why Sea Limited is firing on all cylinders today.