2023 Shareholder Letter
The last twelve months were, market-wise, interesting. Multiple things have happened that contributed to changes in my thinking-process.
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Dada Nexus (DADA.OQ) – Leading Chinese On-Demand Retail Platform Accelerates on Significant Runway
Dada Nexus Limited (DADA.OQ) (“Dada”), with a market cap of USD 869.9 million, is one of China’s leading on-demand retail platforms holding around...
605 Views
Dollar General (DG-US) - It's a trap!
After spectating DG for some time, I bought a small starter position in June. It is not often that you get a chance to buy a compounder like this...
507 Views
Reinventing American Healthcare
The significant Macroeconomic uncertainties that lie ahead, coupled with record cash balances at the largest firms on Wall Street, have only...
227 Views
Fixing the Supply Chain
In an interesting turn of things, a leaked internal memo from Amazon dated back to the mid of 2021 showed that the company could run out of...
281 Views