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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?
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Aaron Pek
6
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
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Aaron Pek
Capital One: Berkshire's American Express II
The Most Comprehensive Capital One ($COF) Equity Research Report with a focus on analyzing the bank's LT fundamentals & business prospects - the way…
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Aaron Pek
Capital One's FY22 Annual Report MD&A
The Annual Report MD&A with the most Heart & Soul in Corporate America - and what may have inspired Buffett to buy Capital One ($COF). Later this month…
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Aaron Pek
1
East West Bancorp - Li Lu's 6th Largest Position (NASDAQ:EWBC)
With 30Y Treasury yields at 3.85%, what premium would investors pay for an EWBC-issue 11.75% Perpetual Bond? Plus, a quick-dive US CRE industry primer …
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Aaron Pek
3
CD PROJEKT RED - The AMEX of the Big Gaming Industry? (Update)
1Q23 Earnings Call Summary
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Aaron Pek
CD PROJEKT RED: The AMEX of the Big Gaming Industry? (Part 2)
Keanu Reeves Whispering: "Capital-Light 'Tech' Biz with Strong Brands & Sticky Customers. Highly Recurring FCF. Insider Ownership: 34%. Gross D/E: 1.5…
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Aaron Pek
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