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My investing checklist
From time to time, I’ve been asked whether I have an investing checklist. The answer is yes, but it’s just an informal list of things I want to think…
LiviamCapital
Nov 15, 2021
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My investing checklist
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September 2021
Salesforce: An ever-expanding TAM and a new focus on operating margins
The market has always had a love/hate relationship with Salesforce. On one end, you have a business that has been able to grow revenue sustainably for…
LiviamCapital
Sep 15, 2021
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Salesforce: An ever-expanding TAM and a new focus on operating margins
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August 2021
Amazon: An Intro to CEO Andy Jassy
This July, Jeff Bezos stepped down as CEO of Amazon, a company he founded 24 years ago, and passed the baton to CEO of AWS Andy Jassy. Aside from the…
LiviamCapital
Aug 23, 2021
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Amazon: An Intro to CEO Andy Jassy
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Coupang: The Amazon of South Korea?
Source Of all the IPOs from 2021, there’s something about Coupang that makes me want to keep an eye on it. I don’t have a position and admittedly…
LiviamCapital
Aug 22, 2021
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Coupang: The Amazon of South Korea?
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Valuation for beginners
The best way to go about ensuring a good result is to pick good businesses. Be right qualitatively about a business and you’re likely to do better than…
LiviamCapital
Aug 20, 2021
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Valuation for beginners
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Adyen: Unified commerce x enterprise businesses
In the most recent shareholder letter (First half 2021), Adyen stated: “The trend in our North American footprint mirrors our historical track record …
LiviamCapital
Aug 20, 2021
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Adyen: Unified commerce x enterprise businesses
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Sea Limited: An impressive quarter
Right off the bat, Sea turned in a really impressive June 2021 Quarter of growth with Garena growing 166.8% and Shopee growing 174.1%. Garena …
LiviamCapital
Aug 19, 2021
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Sea Limited: An impressive quarter
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A very short (and old) thesis on Twilio from August 2019
This is a really short thesis I wrote about Twilio on August 2019, before the Segment and Zipwhip purchases, which I think further entrenches them. For…
LiviamCapital
Aug 18, 2021
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A very short (and old) thesis on Twilio from August 2019
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Becoming a supporter
Everything is free by default But… if you feel inclined, I’d love to have your support so that I can spend more time creating and sharing engaging…
LiviamCapital
Aug 17, 2021
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Becoming a supporter
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June 2021
An old thesis on Alphabet
I don’t know when I wrote this “thesis” but it was probably 4-5 years ago and long enough ago that Google Cloud Platform didn’t even come into my radar…
LiviamCapital
Jun 19, 2021
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An old thesis on Alphabet
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May 2021
An old thesis on Apple
I wrote the following “thesis” for myself in September 2017 when Apple stock was trading at ~$40/share. Sharing it now for the first time. It’s nice to…
LiviamCapital
May 29, 2021
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An old thesis on Apple
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March 2021
Portfolio updates and general thoughts (March 11, 2021)
It’s been a while since I’ve written a long-form post about my portfolio and general thoughts, so here goes: How I’ve Changed As many of you know…
LiviamCapital
Mar 12, 2021
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Portfolio updates and general thoughts (March 11, 2021)
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