Sitemap - 2023 - Value Investing Substack
Written with AI: Why AI Won't Replace Fund Managers & Equity Analysts Anytime Soon
Written with AI: US Interest Rate Trajectory in 2024 and the Factors Behind Them
John Neff, Peter Lynch, Portfolio Turnover and Growth Traps
A Framework For Spotting Value Traps
ROIIC, Pricing Power & The Outsider CEO | DISNEY Financial Deep-Dive (Part IV)
A Misunderstood Compounder with ESPN's Brand Moats & Parks' Pricing Power | DISNEY (Part III)
DISNEY: What If You Could Buy Coca-Cola Together With Buffett In 1988? (Part II)
DISNEY: Bob Chapek Did Nothing Wrong | Streaming Industry Primer
🇺🇸 Satya Nadella for President 2024 (OpenAI)
IGER: Post-Cable Malone | Disney Deep-Dive (Part 1)
2nd-Level Thinking: Exploiting Inefficient Share PRICES (Supply vs Demand)
Berkshire Hathaway's Q3 2023 Results — Overview
Intel Foundry Services: America’s TSMC (Part 3)
Intel Beyond 2025: 5 Nodes In 4 Years (Part 2)
Why $INTC Only Fell By -3% on Yesterday's Announcement of NVIDIA's ARM-based PC Chips
How I Became 100% Convinced that Value Investing Was The Superior Investing Methodology
Are $100 Oil Prices Realistic? Maybe Not By End-2023, But Almost Certainly By 2025.
3-in-1: GRAB + Uber + Ride-Hailing Industry Primer
Li Lu Upped His Stake in East West Bancorp to 8.1% of Himalaya Capital's US portfolio in Q2. Why?
Why Investing with a 'Margin of Safety' Is Both Low Risk & High Reward - At The Same Time
SEA Ltd: The Prodigal Son (2Q Deep-Dive)
News of the Week (August 14 - 18)
Buffett's 44% CAGR and Various Types of High Quality Investments
My 2nd Nikkei Article: The Creative Potential of Look East 2.0
Threads vs. Twitter (Or X, possibly)
Capital One: Berkshire's American Express II
Capital One's FY22 Annual Report MD&A
🗞️ My Article in The Edge Newspaper
Value Investors: How To "Buy & Hold" Forever Despite ST Macro Volatility
East West Bancorp - Li Lu's 6th Largest Position (NASDAQ:EWBC)
What Did Buffett See in AAPL in 2016? Coca-Cola
CD PROJEKT RED - The AMEX of the Big Gaming Industry? (Update)
Sick from $NVDA FOMO? Here's the Vaccine
CD PROJEKT RED: The AMEX of the Big Gaming Industry? (Part 2)
CD PROJEKT RED: The AMEX of the Big Gaming Industry? (Part 1)
⚒️ The Value Investing Substack List of INDUSTRY PRIMERS
🎙️ My Interview on the Contrarian Investor Podcast - INTC, OXY, Hibiscus, China Macro
OXY's Outsider CEO, Vicki Hollub & Warren Buffett's Next AAPL (Divd Yield - ST: 6%, LT: 11.0%)
The Next Chapter of Value Investing Substack
DEEP VALUE MOATS (3-in-1): PAX Global, Silverlake Axis, RGB International
BOOK REVIEW - Trauma to Triumph: Rising from the Ashes of the Asian Financial Crisis
SVB FINANCIAL & The Overrated Death of the US Banking Sector (Pre-Loved)
TL;DR on SVB Financial in <1,800 words (BULLET POINTS!)
The Value Investing Substack Portfolio Gained +16.6% In 2022, While the S&P 500 Lost -1.5%