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Shopify: Can 600x P/E Be Undervalued? (Part 1)
SaaS Incremental Rev/S&M spend has peaked, and Interest Rates might be falling. Point of Maximum Pessimism?
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Aaron Pek
GameStop: Not the Same Stock
As it was in 2021 or 2019 (Valuation inside)
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Aaron Pek
 and 
MarketLab
VLRS: The Next SEA Ltd? (Part 2)
15% Revenue CAGR at a normalized P/E of 6.8x
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Aaron Pek

June 2024

VLRS: Lowest-Cost Airline in the World in 2020 (Part 1)
3rd lowest share price trough in its history (including pandemic)
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Aaron Pek
4
When To Sell Stocks, According To Warren Buffett
"Our Favorite Holding Period Is Forever" - What Did Buffett Really Mean?
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Aaron Pek
3
Value Investing: How To Invest Like A God
Could a God who can see the future beat EMH? Yes, it's called Value Investing.
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Aaron Pek
NVIDIA's $3T Valuation: Absurd Or Not?
Want to quickly understand NVDA's valuation? Read this. (15 min reading time)
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Aaron Pek
9
SIRI: Occidental Petroleum of the Media Sector (Part 2)
Coca-Cola is ex-growth too, but its trailing PE is 25x. SIRI is 9x.
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Aaron Pek

May 2024

Hey SIRI: Why Does Berkshire Own 25% of SiriusXM? (Part 1)
Did Berkshire increase its SiriusXM stake by 50% in Q1 alone? Also, it's 6% of Baupost's portfolio.
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Aaron Pek
SEA Ltd: 1Q24 Segment + Group Analysis
I'm also making my previous SE 2Q23 analysis free-to-read
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Aaron Pek
Valuing TSLA (Part 3)
Is their annual production target of 20M Cars Per Year By 2030 realistic?
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Aaron Pek
TSLA: Chinese EV Tariffs?＄＄＄
Why Biden 2x Chinese EV Tariffs + Why TSLA isn't a Melting Ice Cube (like their Big Auto competition)
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Aaron Pek
3
© 2024 Aaron Pek
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