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Grab's $65B Quick Commerce Opportunity
A breakdown of food delivery, grocery, and non-food instant retail and how Grab is positioned to compete across all three segments
Mar 12
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Sea Limited Q4 2025 Earnings Review
The Real Reason Behind the Selloff
Mar 3
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Portfolio Review (Feb 2026)
The market tests conviction
Mar 2
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February 2026
AI Is Killing Software (But Not These 4 Businesses)
IGV, the Software Sector ETF, is in a 35% drawdown from all-time highs set just 4 months ago.
Feb 27
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[Deep Dive] Alibaba, Meituan and JD's Quick Commerce War and How Grab and Sea Will React
A Deep Dive into the Platform War, Unit Economics, and the Next Phase of E-Commerce in SEA
Feb 25
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Contrarian Perspectives
47
3
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Duolingo (Mini Dive)
Generational Opportunity or Value Trap?
Feb 13
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Grab Q4 2025 Earnings Review
Short-Term Weakness, Long-Term Strength
Feb 12
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5
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Portfolio Review (Jan 2026)
December 2025 Markets Review
Feb 2
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January 2026
Food Delivery in Southeast Asia (2026)
The Two-Horse Race (Grab vs Sea)
Jan 30
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Why I’m Not Worried About $SE Sea Limited’s 38% Drawdown
Sea Limited is in a 38% drawdown from its most recent high in September 2025.
Jan 24
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Revisiting All 13 Deep Dives (Part 2/2)
CHA, DLO, GLXY, INTR, RBRK, FOUR, AXON, MELI
Jan 23
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Nebius Group: The Investment Case
In this piece, I detail why Nebius is one of the latest additions to my portfolio.
Jan 16
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