Sea Limited: From Struggles to Strength
From “A turnaround in sight?” (March 2024): “With Garena and SeaMoney, the company has a twin engine that’s gushing cash, giving it the edge Shopee needs to boost its active…
Airbnb Next Moves: Can Chesky’s Vision Deliver Long-Term Value?
Airbnb CEO Brian Chesky on the next chapter: “We’re now beginning to prepare the next chapter of Airbnb, and I want Airbnb to be one of the most important companies…
Lee Kuan Yew: Building for the Next Thousand Years
It’s always a proud moment when a Berkshire Hathaway shareholder asks the late Charlie Munger, whom he admires most. The answer almost always includes Benjamin Franklin, one of the United…
Recession is… over?
Monday’s stock market “crash” ended as quickly as it began. The Nikkei tumbled 12.4%, and the Nasdaq lost 3%. Echoes of recession were trending, and whispers of a huge looming…
PayPal’s Turnaround: Promising Signs in Q2 2024
“However, nothing happens overnight. It will take time for some of our initiatives to scale and move the needle, but the initial customer reaction and merchant demand for our new…
Warren Buffett Sold Nearly HALF of His Apple Stake During Q2 2024
In the first half of 2024, Berkshire Hathaway sold a significant portion of its Apple holdings—115 million shares in the first quarter and another 390 million in the second quarter….
Are you worried about the stock market decline?
After a strong start in 2024, the S&P 500 has lost 5.7% over the last few trading sessions. This decline stems from the index’s extreme concentration in a few tech…
Meta’s rock solid earnings for Q2 2024
The narrative surrounding Meta has taken a sharp turn. The company, once perceived as past its prime after facing revenue declines in 2022, has staged a remarkable resurgence. The Q2…
Domino’s Deep-Dive
There’s little in the world as addictive as simple carbohydrates, and rarer still is a company as capital efficient as Domino’s Pizza. In fact, Domino’s might be the most capital…
Things Aren’t Always as Straightforward as They Seem
Rabbits are an epidemic in New Zealand, wreaking havoc on the ecosystem due to the lack of natural predators. To solve this problem, someone came up with a brilliant idea…
The secret to investing well in uncertain times
The stock market is not a fan of uncertainty. News of missed earnings targets, shifting consumer preferences, or global events can send prices tumbling. Remember the sharp declines of Netflix,…
Paycom Deep-Dive
Paycom is a leading provider of cloud-based human capital management (HCM) software. Its comprehensive solution enables businesses to manage the entire employee lifecycle, from hiring to retirement. Designed for user-friendliness…