It started when I listened to Dandapani’s interview about this book in Talks at Google podcast during a jog. It is out of my realm but it was intriguing enough to want to learn more. It is a great book; one that I should have learned and practised much earlier in life. The book is…More
🚀 A company improved with a crisis: Pinduoduo 🛒
Pinduoduo’s growth has been impressive especially during the challenging China’s Covid period. Many Chinese companies were struggling. It has since expanded beyond China with its global online marketplace, Temu launched in September 2022. More
🚀 A small cap gem: TransMedics ⚕️ (updated on March 2023)
There is a significant mismatch between organ donors and their utilisations. TransMedics’ Organ Care System (OCS) allow the organs to be transported with their multi-organ platform using warm blood perfusion and its end-to-end services between donors and patients. More
📚 The Warren Buffett Way by Robert G. Hagstrom 📚
Warren Buffett tells us that successful investing does not require having a high IQ or taking formal courses at most business schools. What matters most is temperament. And when Buffett talks about temperament he means rationality. The cornerstone of rationality is the ability to see the past the present and analyse several possible scenarios, eventually making a deliberate choice. That, in a nutshell, is Warren Buffett. More
🚀A potential compounder: Axon Enterprise (updated on March 2023)
Axon’s mission is simple and inspiring: To protect life. It is most famous for its Taser device (which the company was started with and previously called). More
The great investing myth (8): Trusting the company
No companies will tell us, the investors, that the company is not doing well or the share price is highly valued — do not buy or sell the shares. We, as investors, just need to be less gullible.More
🚀A potential compounder: Shopify 🛍️🛒 (November 2022)
Shopify’s mission is to make commerce better for everyone. It aims to be the commerce operating system; direct to consumers without intermediaries. It helps merchants to start, manage and grow their businesses easier and simpler. It offers retail solutions, capital, logistics and advertising. It caters for entrepreneurs, SMBs and larger brand owners such as Netflix, Heinz, LeSportsac, Staples and Allbirds.More
The great investing myth (7): Earnings expectation + share price reaction
Many tend to “read” about companies’ earnings on (a) how well they “beat” the analysts’ expectations and “raise” their guidance and (b) the share price action after their earnings to conclude how well the companies fare. Are they a good way to ascertain the quality of the earnings?More
4 ways of letting go
A sharing of a great dharma talk by Ajahn Brahm on the four ways of letting go. It is the most popular talk on the Buddhist Society of Western Australia’s Youtube channel. There will be someone who hurt us, cheats on us or said terrible things. if we do not let it go. keep thinking…More
📚 The Dhandho Investor by Mohnish Pabrai 📖
A great read for investors and business executives. His explanation on risk, returns and uncertainty focusing on low risk, high returns (aka margin of safety) and low risk, high uncertainty is refreshing and can be contrary to conventional wisdom. More