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SEA Ltd: Pinduoduo ex-China (Part 1)
Pinduoduo's growth without the China risk
Mar 24
•
Aaron Pek
3
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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
20
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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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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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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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US Banking Groundhog Day?
Is the banking system finally breaking under Jerome Powell’s iron fist? Or is the NYCB crash a company specific issue? Might it even be an opportunity…
Published on Fallacy Alarm
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Feb 11
Weekend thoughts follow up: $NYCB insider buying and mea culpa
Last week, I posted on NYCB’s on-going disaster (Weekend thoughts: $NYCB and regretting sweetheart deals). I got tons of inbounds on it, and there was a…
Published on Yet Another Value Blog
•
Feb 11
Disney Q1 Earnings Review: Why Did $DIS Pop +8% Overnight?
Imagine a racetrack with 10 horses. The first two horses (NFLX and DIS) are peeling away from everyone else; with NFLX still having a sizeable lead over…
Feb 8
•
Aaron Pek
5
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Disney Q1 Earnings Review: Why Did $DIS Pop +8% Overnight?
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RISK: The Definitive Value Investing Definition
What does Buffett really mean by "Rule No. 1: Never Lose Money"?
Feb 4
•
Aaron Pek
9
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RISK: The Definitive Value Investing Definition
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Why Did $NYCB Crash -40% Yesterday? (Podcast)
Listen now (22 mins) | Table of Contents: 1. AI-Generated Summary of this Podcast (500 words) 2. AI-Generated Summary of $NYCB’s 4Q results (500 words…
Feb 1
•
Aaron Pek
21:49
6
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Why Did $NYCB Crash -40% Yesterday? (Podcast)
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