Liviam Capital - Finding Reinvestment Moats

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September 2021
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…
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LiviamCapital
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…
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LiviamCapital
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…
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LiviamCapital
1
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 …
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LiviamCapital
2
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 …
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LiviamCapital
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…
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LiviamCapital
1
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…
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LiviamCapital
June 2021
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