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LVMH and The Luxury Strategy
A deep dive into luxury brand management
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6
AMD - Investment Notes
Thesis, risks, valuation and returns
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11
Some Books I Read in 2022
Investing, business, science, sci fi
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9
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Nvidia - Part 1: GPUs and Gaming
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4
Sea Ltd, Part 3: SeaMoney - The Fintech Opportunity
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2
Sea Ltd: An Update
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29
Sea Ltd, Part 1: Garena - Building a Global Gaming Cash Engine
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22
Sea Ltd, Part 2: Shopee - The Everything Store of the Emerging Markets
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7
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Nvidia - Part 4: Valuation and Returns
Dec 22: Updated to include my financial model at the end of the article
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26
Nvidia - Part 3: Beyond GPUs, Software Moat, and Competition
Deep dive on Nvidia
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5
Sea Ltd: An Update
Re-cutting the valuation, and my thoughts on the stock
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29
Nvidia - Part 2: "The Data Center is the New Computing Unit"
Deep dive on Nvidia
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7
Nvidia - Part 1: GPUs and Gaming
Deep dive on Nvidia
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4
Zebra Technologies: The Picks and Shovels of Industries
Deep dive on Zebra
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6
Take-Two Update - Earnings, Zynga, and GTA VI
Implications for returns going forward
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Punch Card Investor
Deep dives on companies in tech, media, gaming and consumer sectors
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Allocators Asia
Allocators AsiaKalani Scarrott
The Long Game
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Investment Ideas by Antonio
Investment Ideas by AntonioAntonio Linares
From 0 to 1 in the Stock Market
From 0 to 1 in the Stock MarketGiuliano
Palantir Bullets
Palantir BulletsArny Trezzi

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