Mostly Borrowed Ideas
Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
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1/10 A friend messaged me: "write down or remember everything you feel right now and what you wanna remember next time the stock market is booming" So here goes.
1/ @AndrewRangeley posted some suggestions on his substack about how to find a job in investment management industry. I want to chime in and share my experience of job hunting wh...
1/7 Andy Jassy just published his first letter to shareholders as CEO of $AMZN. While reading the letter, one could sense the guy was running AWS before taking the CEO job. Here'...
1/4 Four questions to understand your crypto exposure How have you taken exposure to crypto?
1/8 I enjoyed Morgan Housel's recent long piece "How People Think" Below are some quotes that I loved, and would like to read again in the future.
1/ $LULU FY 4Q'22 Update Another good quarter, but even more impressive guidance for next year which perhaps provides some comfort given the current macro backdrop. Stock +8% AH,...
1/6 I wrote a deep dive on $RH in Nov'21, and decided to pass when it was trading at $650. Now that it's almost halved, I recently took another look and decided to pass again despi...
1/8 Thoughts on market this week The challenge in this market is to remain patient. Psychologically, we have been conditioned to BTFD over the last decade as every worry eventuall...
1/ Thread: $META/ $FB MS Conference Notes Dave Wehner, for a change, sounds a bit positive. Nothing too dramatic, but perhaps a bit more clarity on their outlook and what needs to...
1/7 Thread: A wonderful diversification In order to beat individual investors, institutional investors need to be many times smarter than individual investors because individuals...
1/10 Thoughts on market this week $QQQ is down ~17.5% from ATH and we may flirt with new lows again. If people are asked how would they feel in a 20% drawdown scenario, many peo...
1/6 I listened to Zuck's conversation with @lexfridman yesterday. I didn't take notes as I went for my afternoon walk :) https://t.co/RjWgclGuZZ