Alibaba Deep-Dive Part II
Deep dive into Ant Financial, regulations and valuation of Alibaba.
Alibaba Deep Dive
Deep dive into Alibaba’s e-commerce and cloud business.
Crowdstrike Deep Dive
Crowdstrike has been an absolute beast of a company, and they execute well on all metrics: revenue growth, improving operating margins, free cash flow, a fast time-to-value, low churn rate…
Sea Limited Deep-Dive Part 3: SeaMoney
SeaMoney is the final piece to Sea Limited’s deep dive and it is more than an important piece of the puzzle for Sea Limited’s eCommerce ambitions.
Southeast Asia is extremely underbanked…
Sea Limited Deep-Dive Part 2: Shopee
Topkopedia launched in 2009, Lazada in 2012, and Shopee is the latest eCommerce platform to enter the region in 2015. Despite being the latest entrant, Shopee swooped in and took…
Sea Limited Deep-Dive Part 1: Garena
In this deep-dive, I go through the gaming industry developments, ecosystem and how Garena has outmaneuvered competition to emerge number one in most of the markets they entered.
Stock Geek-out on Starbucks
In this Youtube video, I discuss with Reggie from The Financial Coconut on Starbucks!
Facebook Deep Dive
Subscribers-Only
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 Deep Dive
[Paywalled] The leader in communications software