3 Best Reads of This Week “One way to get a sense of the value capture ability of a marketplace is by measuring its take rate. Continue Reading →
How I Invest Inspired by Josh Brown’s collection of essays from notable people in finance, How I Invest My Money, as well as other of DIY personal finance bloggers out there, I’d also like to showcase how I invest. Continue Reading →
Healthy Return + Good Growth = Compounder While I’m still reading and listening to as many investing mental models as I can, the one thing that I’ve learned that has reshaped my thinking of great companies is their ability to have a healthy return with the ability to grow incrementally. Continue Reading →
My Favourite Writers of Investor and Shareholder Letters The cat is out of the bag that there are great and generous business and investment minds that share their thoughts with us in the form of letters. Continue Reading →
Network Effects: Study 1 A few years ago, I’ve started seriously studying network effects. Continue Reading →
