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Buy-side Portfolio Manager | Long term, fundamental, bottom up investing | Weekly deep dive articles & The Barbell Portfolio in Outperforming the Market (link)
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Pandemic boom and bust: A compilation of companies Disclaimer: Not saying that these are bad companies, but I just think that its quite interesting to see the huge run up and down...
I have read all the reports, looked into the 2Q23 earnings, listened in to the earnings call and had a 1 on 1 call with management. Here's why I am buying Sea Limited $SE today an...
Who will be the winner amongst the 3 cloud giants (AWS, Microsoft Azure and Google Cloud Platform)? To find out, we need to know the differences between each of them. $AMZN $MSFT...
3 charts from Outperforming the Market that show how undervalued Alibaba $BABA is today: 1. SOTP valuation - SOTP valuation of $141 per share implies 68% upside. - Conservativ...
I learnt lots about analysing public equities early in my career as an investment analyst before moving on to being a portfolio manager. Here are 8 key lessons on analysing invest...
1/ All you need to know about Enovix $ENVX thread: - Markets - Technology - Customers - Operational - Management - Major shareholders - And more. A π§΅on $ENVX: