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…
The Quest for the Right Tail
The biggest returns earned over a long period would come from compounders—that is, companies who are monopolistic or oligopolistic and are able to grow their earnings power by 20% to…
Twilio Deep Dive
[Paywalled] The leader in communications software
[New Launch!] Get Access to My Deep-Dive Reports
To all my readers, As some of you may know, I left my full-time employment to focus solely on this publication and I’m immensely thrilled to share with you my…
Mohnish Pabrai’s Spawners Framework
Finding the next multi-bagger could be life changing. Today’s article we cover the checklist of hunting a multi-bagger.
Podcast interview with Cold Brew Money
In this podcast, we go over the following: Deep Value vs. Quality GrowthFundamental Analysis for Growth Companies – customer satisfaction, employee satisfaction, retention rates, founder-led, TwitterMental Models – Circle of…