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6 Things We Learned from Grab’s Atome Acquisition
Grab’s proposed acquisition of $1.49B for 60% of Atome tells us a lot about where the business is heading.
Sep 18
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Why ShopeeVIP is crucial for Sea Limited’s coming decade
The real reason Shopee is spending $845M a year without blinking an eye
Sep 4
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Sea Limited Q2 2026 Earnings Review
More top-line acceleration (48%!), profitability set to ramp in H2
Aug 14
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Grab Q2 2026 Earnings Review
Record numbers again, acquisitions are starting to take shape
Aug 5
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Open USD: The $15 Billion Question for Circle
CRCL trades below my $80 trigger, but Open USD has potentially repriced distribution economics for good
Jul 13
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Manchester United (Deep Dive)
Manchester United is one of the biggest and most widely supported sports teams in the world, regularly ranking among the most valuable football clubs…
Jun 25
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Everyone Is Wrong About The Emerging Markets Trade
Incredible Outperformance
Jun 17
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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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Grab Q1 2026 Earnings Review
Surprisingly Strong Results Amidst a Challenging Climate
May 5
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My 8-Step System to Researching Stocks in 2026
Hi fellow investors!
Apr 20
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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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Rubrik Q4 2026 Earnings Review
Another Fantastic Quarter by Rubrik. Are the Software Disruption Fears Warranted?
Mar 22
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