Investing 5 pieces Educational content, Investment research and frameworks from an institutional buy-side analyst, written for anyone learning to invest. Memos, trip reports, process, and the tools I use every day. Investment memo Best Buy: the structural short Vendor leverage eroding, margins compressing, and a marketplace pivot that accelerates the decline. Short BBY at $75, 12m PT $61. By Ka Jun · November 2025 Trip report China Trip Part 2 - What is going on with the Chinese consumer? April 2026 Trip report Three weeks in Shanghai, Beijing and Hong Kong: The view from an investor and regular human 24 April 2026 Case Study Amazon Case Study: The customer obsessed retailer February 2026 img How to invest My workstack to build an investment thesis January 2026 All posts Investment memo Best Buy: the structural short Vendor leverage eroding, margins compressing, and a marketplace pivot that accelerates the decline. November 2025 Trip report China Trip Part 2 - What is going on with the Chinese consumer? A deeper look into the ‘China Macro’ and cyclical vs structural changes. April 2026 Trip report Three weeks in Shanghai, Beijing and Hong Kong: The view from an investor and regular human Notes from a three week investor tour in China and Hong Kong. March 2026 Case Study Amazon Case Study How Amazon became the biggest retailer in the world. February 2026 Add image How to invest My workstack to build an investment thesis What I do with an idea. January 2026
