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Li Lu Upped His Stake in East West Bancorp to 8.1% of Himalaya Capital's US portfolio in Q2. Why?
Listen now (25 mins) | SPECIAL SUBSCRIBER REQUEST: A Deep-Dive of $EWBC's Q2 Results + Earnings Call
 • 
Aaron Pek
Why Investing with a 'Margin of Safety' Is Both Low Risk & High Reward - At The Same Time
Investing with a 'Margin of Safety' Counterintuitively Leads to Superior Returns. The Only Catch? Time.
 • 
Aaron Pek
6
SEA Ltd: The Prodigal Son (2Q Deep-Dive)
Positive 6M23 Ecom Contribution + Fortress Balance Sheet + 11% TAM Growth + 12.5x Earnings Multiple. Is Mr Market stupid?
 • 
Aaron Pek
6
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Serba Dinamik: Red Flag Analysis (5279.KL)
 • Aaron Pek
20
Paypal: GARP Discount VISA
 • Aaron Pek
East West Bancorp - Li Lu's 6th Largest Position (NASDAQ:EWBC)
 • Aaron Pek
3
OXY's Outsider CEO, Vicki Hollub & Warren Buffett's Next AAPL (Divd Yield - ST: 6%, LT: 11.0%)
 • Aaron Pek
Is EBITDA Really Bullsh*t?
 • Aaron Pek
9
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Paypal: GARP Discount VISA
The Death of Branded Checkout & Fears of Transaction Margin Decline are Overblown + Markets are Sleeping on the new 'Pay with Venmo' on Amazon
 • 
Aaron Pek
News of the Week (August 14 - 18)
PayPal; Sea Limited; Bill.com; Cresco Labs; Nanox; Earnings Round-up; The Trade Desk; Disney; SoFi; Amazon; Meta Platforms; 13F Season; Macro; Portfolio
Published on Stock Market Nerd • 
Buffett's 44% CAGR and Various Types of High Quality Investments
I've noticed three common themes with Buffett's recent investments in energy and Japan: low valuations, improving capital allocation, and rising ROIC's.
Published on Base Hit Investing • 
Nikkei Article: The Creative Potential of Look East 2.0
My article made it into this week's print version of Nikkei Asia! Link to digital version below.
 • 
Aaron Pek
Is EBITDA Really Bullsh*t?
How John Malone Used EBITDA Correctly vs. How Valeant Pharmaceutical Abused It Instead
 • 
Aaron Pek
9
Threads vs. Twitter (Or X, possibly)
A comparison between X and Meta's new product, Threads
Published on The Amateur Investor • 
Capital One: Berkshire's American Express II
The Most Comprehensive Capital One ($COF) Equity Research Report with a focus on analyzing the bank's LT fundamentals & business prospects - the way…
 • 
Aaron Pek
Value Investing Substack
Value Investing Substack
IB-Tier Equity Research in US stocks, by an ex-PM with almost 10 years of professional experience (Institutional Value Investing)
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Low-Volatility Value Investing Portfolio
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The Myth of CAPM in Valuation
Risk Is Not Volatility
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