Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Bought Sea Limited And Ordered A Few Tariff-resistant Businesses
April 7, 2025, 11:01 a.m.
MAG 7 on sale, are you buying?
April 6, 2025, 5:01 p.m.
Tariff Impact Review, Taking Action and Inaction To Improve The Portfolio
April 5, 2025, 7:07 p.m.
Sleep Well Portfolio March 2025 Update
April 1, 2025, 8:32 p.m.
Buying a Key Beneficiary from Higher Tariff Complexities
March 31, 2025, 9:05 p.m.
How Nature Improves Your Investing - Pulak Prasad
March 31, 2025, 11:16 a.m.
Preserve Your Wealth With This European Centenary Business
March 28, 2025, 5:03 p.m.
Sleep Well Portfolio - Sea of Greens, 16% Outperformance, Future-Proof
March 18, 2025, 12:09 p.m.
CrowdStrike's Possible Yellow Card or Opportunity?
March 17, 2025, 1:50 p.m.
Buying Two US Tariff Resistant Businesses
March 10, 2025, 4:34 p.m.
Gold Standard of Naval Engineering at 6% FCF Yield & 5% Dividend
March 9, 2025, 2:02 p.m.
Veeva System (VEEV) Q4'25: Sticky and Independent
March 7, 2025, 11:55 a.m.
Sea Limited FY24 "Evergreen Enterprise"
March 4, 2025, 6:14 p.m.
How Do You Pay Up for Quality?
March 3, 2025, 12:48 p.m.
Sleep Well Portfolio Feb 2025 Update
March 1, 2025, 1:15 p.m.
WiseTech (WTC) H1'25 CEO and Business Update
Feb. 28, 2025, 2:28 p.m.
Buying A Wonderful Business At A Cheaper Price
Feb. 24, 2025, 5:02 p.m.
Mercado Libre (MELI) Q4'24 - 25 Year Anniversary of Compounding Investments
Feb. 23, 2025, 3:40 p.m.
Grab Q4'24: Profitable Growth and Low Disruption Risk From Robotaxi
Feb. 20, 2025, 3:19 p.m.
Kinsale (KNSL) Q4'24 Gross Written Premium Growth Decelerated, A Concern?
Feb. 18, 2025, 5:28 p.m.
MIPS Q4'24 - Ambitious Target Pushed to 2029. What Now?
Feb. 10, 2025, 4:11 p.m.
Sleep Well Portfolio Jan 2025 Update
Feb. 3, 2025, 12:32 p.m.
Grab (GRAB) - Local Competition and Autonomous Driving
Jan. 31, 2025, 12:22 p.m.
Top Sleep Well Businesses Beyond 2025
Jan. 12, 2025, 6:16 p.m.
🎯 2024 Sleep Well Portfolio Review - 92% win-rate 🎯
Dec. 27, 2024, 3:40 p.m.