Dropbox: A Misunderstood "Outsider"

When Druckenmiller Speaks, We Listen

MSTR = Bitcoin (Garbage) Squared

CELH: KO 1989 Again? Ask Pepsi

How Brands Are Born

Why Buffett Is Selling - Lehman But Insurance

Poking Holes in Einhorn's PTON Thesis

Zooming in on BABA (Part 2)

BABA: Recreating Michael Burry's Deep-Dive (Part 1)

SEA Ltd Has Already Won

Buy Low & Sell High: Why Is It So Difficult?: 🗞️ Read my latest Nikkei commentary... link inside!

Understanding Reflexivity with $INTC: George Soros: "Stop trying to make EMH happen, it's not gonna happen"

Dollar General: 6% NM? No Longer Necessary: At depressed valuations, 6% Net Margin is unnecessary. But what does it have to be?

Why A Recession May NOT Happen In 2025: Contrarian's View and Why Markets are Inefficient in the Short-Term

Why Berkshire Is Buying SIRI: It's basically OXY

INTC: Cigar Butt / Margin of Safety? (Part 2) : Wells Fargo 2024: Solvency Issues Overblown

Intel Primer: No Equity Dilution Necessary: There are some chips that TSMC can manufacture for Uncle Sam. For everything else, there's INTC.

INTC Primer: No Equity Dilution Necessary (Part 1): Some chips can be manufactured for Uncle Sam at TSMC. For everything else, there's Intel.

Why Buffett BOUGHT Apple: The Isaac Newton of our time

How 2 Nerds Destroyed The World: Unwinding of the Yen Carry Trade and why it's NBD

The Intelligent Gambler: 10% x 1,000 > 90% x 100: The Art of War & Politics in Markets: Distilling Risk out of Leverage

Shopify: Disrupting Salesforce, not Amazon (Part 2): Enterprise: 15% Revenue CAGR over the next 15 years, even before AI

Shopify: Can 600x P/E Be Undervalued? (Part 1): SaaS Incremental Rev/S&M spend has peaked, and Interest Rates might be falling. Point of Maximum Pessimism?

GameStop: Not the Same Stock: As it was in 2021 or 2019 (Valuation inside)

VLRS: The Next SEA Ltd? (Part 2): 15% Revenue CAGR at a normalized P/E of 6.8x