Liviam Capital - Finding Reinvestment Moats

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My investing checklist
From time to time, I’ve been asked whether I have an investing checklist.
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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.
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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.
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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…
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Adyen: Unified commerce x enterprise businesses
In the most recent shareholder letter (First half 2021), Adyen stated:
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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%.
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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.
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Becoming a supporter
Everything is free by default
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June 2021

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.
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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:
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