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Value At an Unreasonably Low Price (VAULP)
By Aaron Pek · Launched 2 years ago
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🌊 NYSE:SE - Shopee: The King of S&M (sales & marketing exp)
Evaluating ASEAN e-commerce marketplace Shopee's performance - using GAAP accounting metrics (e.g. revenue), rather than non-GAAP metrics (e.g. adjusted EBITDA/GMV)
May 17
3
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✨ Much Ado About Netflix - House of Cards, or Queen's Gambit at 17x PE?
A Business Economics Primer of Netflix and its Streaming Industry - and How Investors Have Short Memories
May 6
4
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2
What is Value Investing Substack?
Value Investing in ASEAN... the next China! Click here to learn about us!
Jan 20, 2020
3
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✨ Big Tech is officially in Value (factor) Investing Territory
How Buffett's investment philosophy applies to Big Tech today - The Story of Buffett x GEICO 1976 - Introducing FING stocks - FREE stock report titled “A Shallow-Dive Into Netflix” out in a few days!
Apr 30
5
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6
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Serba Dinamik: Red Flag Analysis (5279.KL)
3
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20
Evergrande: A Deep Dive (Part 1)
4
Comment
What the early Amazon investors saw
2
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Why Ant Financial's IPO was pulled
1
Comment
3
Evergrande: What Happens Next? (Part 2)
3
Comment
6
What is Value Investing?
6
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1
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✨ AirAsia (Part 3) - the Southwest Airlines of ASEAN is on sale at 12x EV/E! (or 2x PE)
A pandemic report card of how AirAsia performed during the past 8 quarters (1Q20-4Q21) - and assessing their past performance to forecast their future…
Apr 20
2
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✨ How To Make Sense of All These Inflationary Pressures
Preparation for my upcoming US Inflation webinar next Tuesday
Apr 10
1
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2
✨ Value Investing Substack: 1) US Macro webinar with InvestingNote + 2) Smartkarma + 3) Telegram group chat open to trial subscribers
Join my US Macro webinar next Tuesday (12 Apr)... plus trial subscribers gain a new freebie!
Apr 8
1
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✨ AEM Holdings - Supplying the Lockheed Martin of Tomorrow (Part 2)
An Intel proxy that fits the Buffett quote: "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price."
Apr 3
1
Comment
✨ AEM Holdings - Supplying the Lockheed Martin of Tomorrow (Part 1)
An Intel proxy that fits the Buffett quote: "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price."
Mar 25
3
Comment
✨ BJCORP Update - Is Jalil Resigning as CEO of BJCORP? (Update: Jalil has resigned)
And what might the potential impact to BJCORP's share price be from that?
Mar 19
1
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✨ Macro Dream Team: Lyn Alden, Danielle DiMartino Booth, Stephany Pomboy & Ivy Zelman
“If you can keep your head when all about you, Are losing theirs and blaming it on INFLATION - You'll see the whites of the eyes of DEFLATION" ― If: An…
Mar 14
2
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✨ Supermax - the next Hibiscus
"We think no asset is so bad that there's not a price at which it's attractive for purchase, and no asset is so good that it can't be overpriced." …
Mar 9
1
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3
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Most popular
Serba Dinamik: Red Flag Analysis (5279.KL)
3
Comment
20
Evergrande: A Deep Dive (Part 1)
4
Comment
What the early Amazon investors saw
2
Comment
Why Ant Financial's IPO was pulled
1
Comment
3
Evergrande: What Happens Next? (Part 2)
3
Comment
6
What is Value Investing?
6
Comment
1
See all popular
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Value At an Unreasonably Low Price (VAULP)
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