Investing (Stocks)

Roy Mann, CEO of Monday.com (“Monday”) believes that the next phase of software will be focused on giving users the power to create software that fits their needs.

Buffett’s letters taught me more about investing than any business school ever could.Even after investing for 14 years, I uncover new insights every time I reread his letters.Recently,…

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.

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…

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…

Deep dive into Ant Financial, regulations and valuation of Alibaba.

Many of the top performing companies today operate in a winner-take-all or winner-take-most business dynamics.

Sometimes a great investment has a simple thesis.

I will go through these two styles of investing with real-life case studies. Get ready to go beyond theory and dive into application.

Deep dive into Alibaba’s e-commerce and cloud business.

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…