Tag: investing

Let's look at historical data for clues

To optimize for returns or peace of mind?

The streaming giant reported a loss of 200,000 customers in Q1 and forecast -2m net adds for Q2.

How the legend grew a $20 million fund to $14 billion

I am often asked how to value a company. In this post, I went back to basics and explained it in first principles.

 A good friend asked me what were the lessons I learned from this volatile period, and just to be clear, by volatile I mean drawdown. Nobody really calls out volatility when stocks are rising

It has been an exciting and impactful year, to say the least. It is the year I quit my job and plunged waist deep into entrepreneurship full-time. The experience reminds me of an ancient Chinese saying that goes “break the kettles and sink the boat”.

Marathon Asset produced several iconic investors such as Nick Sleep and Jeremy Hosking. Their letters from 2002 to 2015 provided a treasure trove of insights into their investment frameworks and how they look at the capital cycle. Here are my main takeaways.

In this conversation, we go over my investment style and philosophy, and my story behind Steady Compounding.

While many people speak of long-term investing, few understand that it is more than just the duration of your holding period, it is the quest of looking for companies that are able to take over the responsibility of compounding your wealth for you.

Interview with Seedly on China's regulatory crackdown.

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 deep-dive research reports on the companies on my watchlist. For my first deep-dive report, I’ve worked with the author of investingcurator.com to bring you a company we are both incredibly excited about.