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…
The Third Great Era of Software
Building software has become a lot easier with the software supply chain maturing. Companies are now able to take off-the-shelf building blocks and focus all their resources on developing their…
Dollar General Business Breakdown
Dollar General is a well-managed company whose business model has shown to be resilient against economic downturns and the threat of e-commerce. In this COVID-19 environment, the company has delivered…
Are Earnings Accretive Acquisitions Good?
It does not matter whether earnings is accretive post-acquisition. In other words, whether the EPS does up, down or sideways in the short-term does not matter.
Why I Own Disney Shares
The happiest place on earth. It is near impossible to replicate Disney’s share of mind even if you have all the money in the world.The Disney name is well-known to…