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Brief Thoughts

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Brief Thoughts
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Investment Memo: Nintendo (7974:JP / NTDOY:US)

Nov. 28, 2022, 7:37 a.m.

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Update on dLocal ($DLO): Re-evaluating the stock after Muddy Waters announces a short position

Nov. 17, 2022, 9:37 a.m.

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Musings on Cloud Kitchens: Brief thoughts on whether the economics of cloud kitchens / dark kitchens stack up

Oct. 31, 2022, 9:52 p.m.

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Not-So-Great Expectations : Brief thoughts on inflation as a self-fulfilling phenomenon

Oct. 18, 2022, 11:08 p.m.

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Investment Memo: dLocal ($DLO): The next "emerging champion"?

Sept. 21, 2022, 11:14 p.m.

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Investment Memo: Intuit ($INTU): A capital efficient company with a decent growth story, but I am somewhat cautious on valuation

Aug. 19, 2022, 10:14 p.m.

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Reciprocity as a Business Model: What motivates people to pay for services they receive?

March 14, 2022, 9:06 p.m.

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Great products do not always speak for themselves: Or some brief thoughts on the value of marketing

March 3, 2021, 8:47 a.m.

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observations on startups, investing and other clichés: Welcome to Brief Thoughts by me, Richard Pickering. Communicator of unstructured thoughts Sign up now so you don’t miss the first issue. In the meantime, tell your friends!

Feb. 15, 2021, 6:56 a.m.

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