My investing checklist
Salesforce: An ever-expanding TAM and a new focus on operating margins
Amazon: An Intro to CEO Andy Jassy
Coupang: The Amazon of South Korea?
Valuation for beginners
Adyen: Unified commerce x enterprise businesses
Sea Limited: An impressive quarter
A very short (and old) thesis on Twilio from August 2019
Becoming a supporter
An old thesis on Alphabet
An old thesis on Apple
Portfolio updates and general thoughts (March 11, 2021)
