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Could TSLA Be The Next NFLX? (Part 0)
Commoditizing moats doesn’t have to imply extinction — it could simply mean becoming the next Nestlé.
Apr 20
•
Aaron Pek
6
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Could TSLA Be The Next NFLX? (Part 0)
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Where Does Value Investing Get Its Edge?
2 Main Things that Differentiate Value Investors
Apr 13
•
Aaron Pek
7
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Where Does Value Investing Get Its Edge?
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12:30
Deep-dive: Fitch's Downgrade of China's Rating Outlook
Listen now (25 mins) | Alternative Title: "LGFV Debt Too High with Possible Contagion Risks, But It's Manageable For Now So We'll Wait-And See"
Apr 10
•
Aaron Pek
8
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Deep-dive: Fitch's Downgrade of China's Rating Outlook
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25:15
SEA Ltd: Amazon of New China (Part 3)
Future Walmart of Southeast Asia: 700M Population by 2025 (50% of India)
Apr 7
•
Aaron Pek
5
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SEA Ltd: Amazon of New China (Part 3)
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March 2024
SEA Ltd: Starting To Look Like Amazon (Part 2)
In terms of capital structure
Mar 31
•
Aaron Pek
5
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SEA Ltd: Starting To Look Like Amazon (Part 2)
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SEA Ltd: Pinduoduo ex-China (Part 1)
Pinduoduo's (NASDAQ:PDD) growth without the China risk
Mar 24
•
Aaron Pek
4
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SEA Ltd: Pinduoduo ex-China (Part 1)
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Unpopular Opinion: Diversified Portfolio > Concentrated Portfolio
"Valuations of Wonderful Businesses aren't what they used to be." #QE
Mar 17
•
Aaron Pek
22
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Unpopular Opinion: Diversified Portfolio > Concentrated Portfolio
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8
Value Investors = Business Owners. Here's The Irrefutable Accounting Proof.
“How can you value investors call yourself REAL business owners when you're just trading stocks?” — An actual conversation.
Mar 10
•
Aaron Pek
15
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Value Investors = Business Owners. Here's The Irrefutable Accounting Proof.
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5
Floor & Decor vs. Macro (Part 3) | 2018 called, it wants its 34x PE back
Home Depot beat earnings expectations last quarter. Could FND do the same?
Mar 2
•
Aaron Pek
6
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Floor & Decor vs. Macro (Part 3) | 2018 called, it wants its 34x PE back
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February 2024
Berkshire Hathaway's 2023 Results — Overview
A 30,000 foot view of 2023 results
Published on The Rational Walk
•
Feb 27
Floor & Decor: The NERDIEST Deep-Dive Equity Research Report (Part 2)
A numerical breakdown of FND's sources of historical growth (34% earnings CAGR) - which can be confidently extrapolated to forecast FND's future growth.
Feb 26
•
Aaron Pek
6
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Floor & Decor: The NERDIEST Deep-Dive Equity Research Report (Part 2)
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2
Floor & Decor: Munger's Costco 2.0 (Part 1)
A Brick-and-Mortar Supermarket with SaaS-like ARR and NVDIA-lite Growth? Unbelievable.
Feb 18
•
Aaron Pek
11
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Floor & Decor: Munger's Costco 2.0 (Part 1)
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