Est. MMXXIV · Melbourne
thisisnotworthit
Long-form memos on investing & life, by Ka Jun
EntryRecorded
Nº11What is going on with the Chinese consumer?Apr ’26Nº10Three weeks in Shanghai, Beijing & Hong KongApr ’26Nº09Creating your own opportunities: how I got a job in investingMar ’26Nº08Best Buy: the structural shortNov ’25Nº07Laying the foundation — meaningful skill takes meaningful timeJun ’25Nº06Build the mind that builds the lifeNov ’24Nº05Dreams without process are just wishesMar ’24Nº04What Kobe Bryant taught me about competitionFeb ’24Nº03Seeing beyond the hammerFeb ’24Nº02How Amazon killed the bookstoreFeb ’22Nº01My workstack to build an investment thesisMay ’19Full ledger · 11 entries · Investing 5 · Thoughts 6