Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
The Curious Case of UOI
May 30, 2025, 2:01 a.m.
Inaugural Newsletter and Trades for May
May 23, 2025, 1:10 a.m.
Investment Idea #27 - NTV
May 2, 2025, 1:22 a.m.
Tariff Tantrums and the SPX Bear Run
April 24, 2025, 4:33 p.m.
Pivot and Trades
April 18, 2025, 3:15 a.m.
Investment Idea #26
April 3, 2025, 3:26 p.m.
2025 FCF & Dividend List
March 20, 2025, 3:35 p.m.
Investment Idea #25 - Japan's Low PBR Consumer Play!
March 6, 2025, 3:40 p.m.
Recent and Future Trades
Feb. 20, 2025, 3:14 p.m.
Investment Idea #24
Feb. 6, 2025, 3:55 p.m.
Portfolio and Trade Update #6
Jan. 30, 2025, 3:28 p.m.
Polling Time!
Jan. 16, 2025, 4:15 p.m.
Inspection Update on Vicom
Jan. 2, 2025, 11:51 p.m.
What Exactly are Luxury Goods?
Dec. 19, 2024, 11:47 p.m.
Investment Idea #23
Dec. 5, 2024, 4:15 p.m.
Where is Bitcoin Going?
Nov. 28, 2024, 4:31 p.m.
Portfolio Update #5
Nov. 14, 2024, 4:20 p.m.
Investment Idea #22 - Adobe
Nov. 1, 2024, 4:21 a.m.
Japan Dividend List
Oct. 17, 2024, 3:23 p.m.
Best Semiconductor Gem!: Guess the name, it's starting with T.
Oct. 3, 2024, 3:03 p.m.
When to Top Up?: Stocks not drinks.
Sept. 19, 2024, 3:25 p.m.
Update on Reckitt: -30% vs 49%
Sept. 13, 2024, 10:31 a.m.
Investment Idea #21 - Verisign: The company behind .com and .net
Sept. 5, 2024, 3:01 p.m.
Investment Eightfold Path (Part 2): Today we progress into risk assets
Aug. 30, 2024, 9:50 a.m.
Investment Eightfold Path (Part 1): Borrowing the term from Buddhism
Aug. 15, 2024, 5:44 p.m.