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Tag: updates

Investing

Microsoft: Is OpenAI an Asset or a Liability?

Thomas Chua
by Thomas Chua
June 19, 2026
0
Investing

Portfolio Update: 2 Sells, 3 Buys, and Why

Thomas Chua
by Thomas Chua
June 5, 2026
0
Investing

Sea Limited Q1 2026: Investing Through Strength

Thomas Chua
by Thomas Chua
May 29, 2026
0
Investing

Paycom Q1 2026: From Growth Story to Buyback Story

Thomas Chua
by Thomas Chua
May 15, 2026
0
Investing

Zuck #trustmebro

Thomas Chua
by Thomas Chua
May 8, 2026
0
Investing

Lululemon: Full Price or Bust (Q4 FY2025 Update)

Thomas Chua
by Thomas Chua
March 27, 2026
2
Investing

Sea Limited Q4 2025 – Closing the Books on 2025

Thomas Chua
by Thomas Chua
March 13, 2026
0
Investing

Trade Desk Q4 2025: The Excuses Doesn’t Quite Add Up

Thomas Chua
by Thomas Chua
March 6, 2026
4
Investing

Where I’m Deploying Capital Right Now

Thomas Chua
by Thomas Chua
February 27, 2026
0
Investing

Buy MELI, I Am

Thomas Chua
by Thomas Chua
February 26, 2026
2
Investing

Booking Holdings: Why the AI Bear Case Has It Backwards

Thomas Chua
by Thomas Chua
February 24, 2026
2
Investing

Portfolio Update: Exiting Tesla

Thomas Chua
by Thomas Chua
February 20, 2026
0
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