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 ideas …
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 has released its Q1 2021 earnings this week and here are some of the notable highlights.
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 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 …
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 …
Finding the next multi-bagger could be life changing. Today’s article we cover the checklist of hunting a multi-bagger.
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 Competence, …
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 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 …
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.