NVIDIA's $3T Valuation: Absurd Or Not?
Much ado has been made about Nvidia’s valuation recently surpassing Apple’s, standing at a gobsmacking $3 trillion. For context, it would take you...
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TSLA: Chinese EV Tariffs?＄＄＄
Takeaways: Biden plans to quadruple US/EU tariffs on Chinese EV imports. This will further defend TSLA’s domestic beachhead: 1) 50% EV market share...
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Disney Q1 Earnings: Finally Ready to Take Share from Netflix
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...
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Value Investing Substack Portfolio Review | Annual Letter 2023
Around this time last year , I did a portfolio performance review based on all the stocks I had written about in 2022. This article is a repeat of...
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SEA Ltd: The Prodigal Son (2Q deep-dive)
Forrest Li: "Look How They Massacred My Boy" When CEO Forrest Li announced SEA Ltd’s Q2 results in mid-August, he was probably expecting a pat on...
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