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…
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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…
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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…
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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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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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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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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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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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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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…
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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…
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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…
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