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Sea Limited Q1 2026 Earnings Review
47% Revenue Growth, Highest in 16 Quarters. All 3 Segments Accelerating
May 14
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Cerebras IPO (S-1 Deep Dive)
20x oversubscribed... and an NVIDIA killer?
May 13
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Grab Q1 2026 Earnings Review
Surprisingly Strong Results Amidst a Challenging Climate
May 5
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Circle Internet Group (Deep Dive)
The Public Market Bet on Stablecoins
May 4
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Portfolio Review (April 2026)
April was, in many ways, the mirror image of March. Both the S&P 500 and the Nasdaq just posted their best monthly performance since 2020.
May 1
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April 2026
Sea Limited: April 2026 Update
In this piece, I will give an update on my view of Sea Limited today and my plans for the stock moving forward.
Apr 28
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My 8-Step System to Researching Stocks in 2026
Hi fellow investors!
Apr 20
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Southeast Asia's Race for the Unbanked
From Monee's $9B loan book to Grab's 50M monthly transacting users and what it means for investors.
Apr 10
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Galaxy Digital: April 2026 Update
I first wrote about Galaxy in August 2025, while the stock traded at $24.
Apr 7
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Portfolio Review (March 2026)
March 2026 Markets Review
Apr 1
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March 2026
My Thoughts on Grab's FoodPanda Taiwan Deal
I've had more time to think about this deal and also research more about Delivery Hero (parent of FoodPanda), and I've come to the conclusion that this…
Mar 26
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dLocal Q4 2025 Earnings Review
Exponential Growth, But Margins Are Collapsing... Here Is Why I Believe The Market Is Completely Missing The Point
Mar 23
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