Trip Report
Hong Kong & China — internet and consumer names
Notes from Alibaba, Tencent, and Coupang meetings
Investing (4)
Practical Thoughts (5)
Investing (4)
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.
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Practical Thoughts (5)
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.
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Practical Thought
Build the mind that builds the life
Environment, deliberate practice, and complexity
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