Value Investing for Professionals

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When Druckenmiller Speaks, We Listen
The closest thing to a god in markets (30% CAGR over 30 years, no down years)
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MSTR = Bitcoin (Garbage) Squared
The 0.5x Leveraged Bitcoin ETF
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CELH: KO 1989 Again? Ask Pepsi
Largest market share in the fastest growth niche (sugar-free) of the highest growth beverage category (energy drinks)
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5
How Brands Are Born
The Soul Product: Self-Actualization in tangible form
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Why Buffett Is Selling - Lehman But Insurance
Building up a war chest to serve as lender of 2nd last resort When Apollo Falls
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Premium Brands Holdings
Premium Brands Holdings seems like it should be so much more popular than it is.
Published on Canadian Value Stocks • 
Poking Holes in Einhorn's PTON Thesis
Fooling Some of the People All of the Time + Q1 commentary
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October 2024

Zooming in on BABA (Part 2)
Segment Analysis: A Cash Cow + Bunch of Ventures
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2
BABA: Recreating Michael Burry's Deep-Dive (Part 1)
P/E ratio is the wrong multiple: Why BABA's performance isn't as bad as everyone thinks
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2
SEA Ltd Has Already Won
Does the Amazon of Southeast Asia (1/2 of China's population) actually have a Moat??
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2
Buy Low & Sell High: Why Is It So Difficult?
🗞️ Read my latest Nikkei commentary... link inside!
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September 2024

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