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AMD - Investment Notes
Thesis, risks, valuation and returns
Mar 18, 2023
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AMD - Investment Notes
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December 2022
Some Books I Read in 2022
Investing, business, science, sci fi
Dec 18, 2022
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Some Books I Read in 2022
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LVMH and The Luxury Strategy
A deep dive into luxury brand management
Dec 3, 2022
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LVMH and The Luxury Strategy
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October 2022
Nvidia - Part 4: Valuation and Returns
Dec 22: Updated to include my financial model at the end of the article
Oct 15, 2022
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Nvidia - Part 4: Valuation and Returns
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September 2022
Nvidia - Part 3: Beyond GPUs, Software Moat, and Competition
Deep dive on Nvidia
Sep 18, 2022
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Nvidia - Part 3: Beyond GPUs, Software Moat, and Competition
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August 2022
Sea Ltd: An Update
Re-cutting the valuation, and my thoughts on the stock
Aug 30, 2022
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Sea Ltd: An Update
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May 2022
Nvidia - Part 2: "The Data Center is the New Computing Unit"
Deep dive on Nvidia
May 14, 2022
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Nvidia - Part 2: "The Data Center is the New Computing Unit"
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April 2022
Nvidia - Part 1: GPUs and Gaming
Deep dive on Nvidia
Apr 11, 2022
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Nvidia - Part 1: GPUs and Gaming
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February 2022
Zebra Technologies: The Picks and Shovels of Industries
Deep dive on Zebra
Feb 25, 2022
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Zebra Technologies: The Picks and Shovels of Industries
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Take-Two Update - Earnings, Zynga, and GTA VI
Implications for returns going forward
Feb 12, 2022
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Take-Two Update - Earnings, Zynga, and GTA VI
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December 2021
Year-End Review
Off to a good start, but here's to an even stronger 2022
Dec 29, 2021
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Year-End Review
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A Year in Reading - Short Takes on My Reading List From 2021
Plus a special podcast episode
Dec 15, 2021
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A Year in Reading - Short Takes on My Reading List From 2021
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