Trip Report
A Week in Shanghai, Beijing and Hong Kong: The view from an investor and a regular human
Notes from an investor week in China and Hong Kong
Investing (5)
Practical Thoughts (7)
Investment Memo
Flutter Entertainment: the probability machine
FanDuel's parent company has a regulatory moat, best-in-class ROIC, and the market is mispricing earnings durability. Here's the full thesis.
Practical Thought
Laying the foundation — meaningful skill takes meaningful time
No shortcuts exist. Hard work done consistently over time is the only reliable path. And your process must evolve as your skill increases.
02
02
Practical Thought
Build the mind that builds the life
Environment, deliberate practice, and complexity
03
Investment Memo
Best Buy: the structural short
Vendor leverage eroding, margins compressing, and a marketplace pivot that accelerates the decline
03
Process
Creating your own opportunities: How I got a job in Investing
65% GPA, no network, the exact playbook I used
04
04
05
05
Process
Understanding competition — What I learned from Kobe Bryant
Doing what others won't, strategically
06
Mental Model
Seeing beyond the hammer
What is Charlie Munger's multi-disciplinary thinking framework?
Investing (5)
Investment Memo
Flutter Entertainment: the probability machine
FanDuel's parent company has a regulatory moat, best-in-class ROIC, and the market is mispricing earnings durability. Here's the full thesis.
02
Trip Report
Hong Kong & China — internet and consumer names
Notes from Alibaba, Tencent, and Coupang meetings
03
Investment Memo
Best Buy: the structural short
Vendor leverage eroding, margins compressing, and a marketplace pivot that accelerates the decline
04
05
Practical Thoughts (7)
Practical Thought
Laying the foundation — meaningful skill takes meaningful time
No shortcuts exist. Hard work done consistently over time is the only reliable path. And your process must evolve as your skill increases.
02
Practical Thought
Build the mind that builds the life
Environment, deliberate practice, and complexity
03
Process
How to get hired when nobody knows your name
65% GPA, no network, immigrant parents — the exact playbook I used
04
05
06
Mental Model
Seeing beyond the hammer
Charlie Munger's multi-disciplinary framework changed how I make decisions