Value Investing for Professionals
SubstackArticles
117
Companies covered
64
Sectors
9
Countries
11
Research Articles
AGCO: If META Sold Luxury Tractors (Part 3)
Feb 9, 2025
CNH: What Einhorn Didn't Say (Part 2)
Feb 2, 2025
Dropbox: A Misunderstood "Outsider"
Dec 29, 2024
MSTR = Bitcoin (Garbage) Squared
Nov 26, 2024
CELH: KO 1989 Again? Ask Pepsi
Nov 22, 2024
Premium Brands Holdings
Nov 7, 2024
Poking Holes in Einhorn's PTON Thesis
Nov 1, 2024
Zooming in on BABA (Part 2)
Oct 27, 2024
SEA Ltd Has Already Won
Oct 13, 2024
Understanding Reflexivity with $INTC
Sep 29, 2024
Dollar General: 6% NM? No Longer Necessary
Sep 22, 2024
Why Berkshire Is Buying SIRI
Sep 8, 2024
INTC: Cigar Butt / Margin of Safety? (Part 2)
Aug 25, 2024
Why Buffett BOUGHT Apple
Aug 11, 2024
Shopify: Can 600x P/E Be Undervalued? (Part 1)
Jul 21, 2024
GameStop: Not the Same Stock
Jul 14, 2024
VLRS: The Next SEA Ltd? (Part 2)
Jul 7, 2024
NVIDIA's $3T Valuation: Absurd Or Not?
Jun 10, 2024
SEA Ltd: 1Q24 Segment + Group Analysis
May 18, 2024
Valuing TSLA (Part 3)
May 12, 2024
TSLA: Chinese EV Tariffs?＄＄＄
May 12, 2024
TSLA: BYD of the USA (Part X)
May 7, 2024
Could TSLA Be The Next NFLX? (Part 0)
Apr 20, 2024
SEA Ltd: Amazon of New China (Part 3)
Apr 7, 2024
SEA Ltd: Starting To Look Like Amazon (Part 2)
Mar 31, 2024
SEA Ltd: Pinduoduo ex-China (Part 1)
Mar 24, 2024
Berkshire Hathaway's 2023 Results — Overview
Feb 27, 2024
Floor & Decor: Munger's Costco 2.0 (Part 1)
Feb 18, 2024
🇺🇸 Satya Nadella for President 2024 (OpenAI)
Nov 20, 2023
Intel Foundry Services: America’s TSMC (Part 3)
Oct 29, 2023
Intel Beyond 2025: 5 Nodes In 4 Years (Part 2)
Oct 29, 2023
SEA Ltd: The Prodigal Son (2Q Deep-Dive)
Aug 27, 2023
Paypal: GARP Discount VISA
Aug 20, 2023
Capital One: Berkshire's American Express II
Jul 22, 2023
Capital One's FY22 Annual Report MD&A
Jul 9, 2023
What Did Buffett See in AAPL in 2016? Coca-Cola
Jun 11, 2023
Sick from $NVDA FOMO? Here's the Vaccine
May 28, 2023
SVB Financial in <1,800 words
Mar 12, 2023
META: Connecting People <Nokia jingle>
Nov 4, 2022
✨ Supermax - the next Hibiscus
Mar 9, 2022
✨ Poh Huat Berhad (7088.KL)
Feb 2, 2022
✨ BJCORP and the Mythical 3,000% Upside - Part 4
Jan 16, 2022
✨ 7-11 Malaysia ('SEM' - 5250.KL)
Dec 18, 2021
✨ BJCORP and its 7 Listed Companies - Part 2
Dec 15, 2021
Q-Tip #1: Padini (7052.KL)
Nov 28, 2021
✨ Berjaya Corporation (BJCORP: 3395.KL) - Part 1
Nov 27, 2021
AirAsia (Part 2): Now Everyone Can Fly
Jun 25, 2021
What the early Amazon investors saw
Jun 11, 2021
Hibiscus Petroleum Berhad (5199.KL) - Part 2
May 16, 2021
Why Ant Financial's IPO was pulled
Nov 9, 2020
Uber Deep-Dive
Oct 2, 2020
Evergrande: What Happens Next? (Part 2)
Oct 1, 2020
Evergrande: A Deep Dive (Part 1)
Sep 24, 2020
Nestle Malaysia Berhad (4707.KL)
Sep 22, 2020
AirAsia (Part 1) - Buy or Die?
Sep 18, 2020
Hibiscus Petroleum Berhad (5199.KL)
Apr 5, 2020