February, 2025 Update

Few quick updates for this month: 1. In February, I will do my annual, more detailed updates on Meta Platforms, and Amazon. I expect to publish my update on Meta by the end of next week, and hope to publish Amazon update the week after that. In the meantime, I

Meta 4Q'24 Update

Disclosure: I own shares of Meta Platforms “This is going to be a really big year. I know it always feels like every year is a big year, but more than usual, it feels like the trajectory for most of our long-term initiatives is going to be a lot clearer

Big Tech's Deteriorating Earnings Quality

Disclosure: I own shares of Meta Platforms, and Amazon Almost one and half years ago, I wrote about “The Curious Case of Big Tech”, in which I highlighted that much of the big tech was actually “deep value” investments back in 2013. In fact, I also mentioned “Meta, and Amazon

IDEXX: Leading the Humanization of Pet Care Through Diagnostics

You can listen to this Deep Dive here A couple of weeks ago, Instagram showed me this funny reel: 0:00 /1:21 1× Like most good comedy bit, it is funny probably because there is an element of truth to it. As a society, we are increasingly humanizing our

2024 Annual Letter

Some updated thoughts on AppFolio

Over the weekend, I recorded a podcast on AppFolio which will be released within a few days. Before recording the podcast, I started reviewing my own as well some others’ work on the company. I have come to find some glaring gaps in my analysis published before on AppFolio which

Maravai: A Cornerstone in mRNA and Biologics Innovation

You can listen to this Deep Dive here While I usually focus on covering large-cap companies, I decided to spend some time studying Maravai LifeSciences (Ticker: MRVI) which is only $1.5 Billion market cap company. Admittedly, it caught my attention when one of my friends started tweeting about it.

Lululemon 3Q'24 Update

Disclosure: I own January 2026 $165 LULU Call Options While the overall market continues to hit All-time High almost every other day, Lulu has been battling the skeptics for much of this year. There is still a long way to go, but with the stock now up almost 50% over

December, 2024 Update

Some quick updates for this month. I am currently working on Maravai Lifesciences (Ticker: MRVI), and I expect to publish my Deep Dive later this month. I plan on covering earnings of Dollar General and Lululemon this week. Since DG has become somewhat unimportant holdings for me at this point,

Oracle: Ellison's Voyage to Software and Beyond

You can listen to this Deep Dive here (Note: while I usually use my own AI voice to narrate the Deep Dive, I have decided to use a "professional AI voice" and utilized a different AI tool this time. It's better.) “Why do we do these