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The Value Investing Way: How I Became 100% Convinced that Value Investing Was The Superior Investing Methodology (click here to read)
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Aaron Pek
12
DISNEY: What If You Could Buy Coca-Cola Together With Buffett In 1988? (Part II)
$DIS is trading at 20x Parks EBIT (ex-Media) ALONE. How is Parks EBIT still growing at 16% CAGR? Pricing Power. And is Streaming at an inflection point…
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Aaron Pek
1
MUNGER | Warren Buffett's BFF
“I measure success by how many people love me. And the best way to be loved is to be loveable.” — Warren Buffett
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Aaron Pek
4
DISNEY: Bob Chapek Did Nothing Wrong | Streaming Industry Primer
Economies of Scale is still the secret to winning in the Media/Streaming industry... little has changed since John Malone was the The Cable Cowboy
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Aaron Pek
1
🇺🇸 Satya Nadella for President 2024 (OpenAI)
The Game Theory behind last week’s drama at OpenAI
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Aaron Pek
2
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Financial Shenanigans: Accounting Red Flags
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20
Paypal: GARP Discount VISA
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3-in-1: GRAB + Uber + Ride-Hailing Industry Primer
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Is EBITDA Really Bullsh*t?
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9
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IGER: Post-Cable Malone | Disney Deep-Dive (Part 1)
Narrator: "Bob Iger is the Neo-Cable Cowboy. DIS is TCI All Over Again. Rebundling to Profitability In 2025" -- ESPN+ AD <Pay to Skip>: Fall In Love…
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Aaron Pek
7
2nd-Level Thinking: Exploiting Inefficient Share PRICES (Supply vs Demand)
How does one make money in efficient modern-day stock markets? From other shareholders. A 3rd Alternative to Cigar Butts and Compounders for the…
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Aaron Pek
6
Berkshire Hathaway's Q3 2023 Results — Overview
A high level overview of third quarter results and year-to-date repurchase activity
Published on The Rational Walk • 
Intel Foundry Services: America’s TSMC (Part 3)
Update: Intel jumps to 17-month high after Mizuho analyst upgrade
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Aaron Pek
Intel Beyond 2025: 5 Nodes In 4 Years (Part 2)
A Hitchhiker's Guide to RibbonFET, PowerVia, EUV, EMIB and Foveros
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Aaron Pek
Why $INTC Only Fell By -3% on Yesterday's Announcement of NVIDIA's ARM-based PC Chips
Warren Buffett's "Rule No. 1: Never Lose Money" In Real Life
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Aaron Pek
3
Intel Beyond 2025: Ultra Broad-Dive Primer - Could Intel One Day Disrupt NVIDIA in AI Hardware? (Part 1)
Centrino Revolution 2 + Edge AI: Raft of Enablement + AI Everywhere + IFS = Lockheed Martin of Tomorrow + AI Rising Tide Lifts All Boats... including…
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Aaron Pek
Value Investing Substack
Value Investing Substack
Featured on Nikkei, ACCA | US Stocks for LT Investors: IB-Tier Equity Research for Institutional Value Investors | Ex-PM with 10 Yrs of Professional Exp. Generalist, Fluent in Macro, Portfolio Mgmt, IFRS Accounting Standards | Warren Buffett's Biggest Fan
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Is EBITDA Really Bullsh*t?
The Value Investing WAY
Risk Is NOT Volatility
The Myth of CAPM in Valuation
Low Volatility Value Investing Portfolio
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Stocks (Free)
What did Buffett See in AAPL in 2016?
What the Early Amazon Investors Saw
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Li Lu's 6th Largest Position
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