The Truth Behind the Highlight Reels
I recently watched a podcast interview with a top divorce lawyer in New York City. Among the many reasons he cited for why relationships fail, one point struck me: people…
My China’s Travelogue: China’s Super Apps, Western Brands, EV Boom and Challenges
China has long fascinated me for its rich history and cutting-edge technological ecosystem. On a recent trip to Beijing and Xi’an, I immersed myself in both worlds, conversing with locals…
Is Celsius Losing Its Fizz?
Humans are naturally linear thinkers—we expect recent trends to continue indefinitely. So, when the energy drink company Celsius posted 100% annual growth for four consecutive years, investors began dreaming of…
Unrequited Love for the Stock Market
I remember cheering for Brazil during the 2002 FIFA World Cup, co-hosted by Japan and South Korea. Every time Ronaldo scored, I’d leap up, shouting “GOALLLL!” with pure excitement. I…
6 Situations When Doubling Down Isn’t the Answer
I’ve never been good at timing the market bottom. In fact, it’s common for a stock of a wonderful business to keep falling after I’ve bought in. But I don’t…
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…