Top 3 Things About The Latest China Regulations
1. All Platforms Must Open Up! The Ministry of Industry and Information Technology (MIIT) announced that in the next 6 months, they were looking to rectify the following problems in…
Sea Limited Deep-Dive Part 1: Garena
In this deep-dive, I go through the gaming industry developments, ecosystem and how Garena has outmaneuvered competition to emerge number one in most of the markets they entered.
Stock Geek-out on Starbucks
In this Youtube video, I discuss with Reggie from The Financial Coconut on Starbucks!
Lessons From Nick Sleep of Nomad Investment Partnership
The Fund Manager That Beat The Market With Three Stocks.
Facebook Deep Dive
Subscribers-Only
What Drives Value for Subscription Businesses?
What I Learned from The Economics of Customer Businesses by Michael Mauboussin.
Interview with The Financial Coconut [REPLAY]: Stock Geek Out on Facebook, Twilio, and Alibaba
Hi Everyone! Catch the replay of my interview on Stock Geek Out with Reggie and Thomas Thio at The Financial Coconut. We discussed about the current market environment, my investing…
Bilibili: The platform for Otakus?
Bilibili is a platform that is a combination of Netflix, Youtube, Twitch, Reddit, and Steam. Wildly popular with China’s Gen Z!
Interview with MoneyFM [REPLAY]: Finding High-Quality Compounders
Dear Readers, Catch the replay of my interview on Your Money with Michelle Martin on MoneyFM 89.3. We discussed how I started my investing journey, what are compounders and went over investment…
A Deep Dive into Starbucks
Starbucks is my first multi-bagger and it provided me with returns beyond just profits, it was the investment that made me understand the wealth-generating capabilities of investing in high-quality compounders….
Twilio Q1 2021 earnings update
Twilio has released its Q1 2021 earnings this week and here are some of the notable highlights.
Lessons From Berkshire Hathaway’s AGM 2021
This year, the Oracle flew over to Los Angeles and ran the AGM with Charlie Munger, Greg Abel (upcoming Chairman), and Ajit Jain. And of course, plenty of insights are…