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Nike Stock Analysis - Who is Right? Bill Ackman or the Market?

Alibaba Earnings Update and Thoughts on Chinese Investments

Update on the Liberty Spinoff and Italmobiliare

Dino Polska up 14% after Earnings - Analyzing the Q3 Report

I just bought this Stock! And Update on Portfolio Company!

Why You Don’t Need to Be a Contrarian

A Smoking Multibagger in the Cannabis Industry? - Stock Pitch #11

Measuring Performance - How to Choose the Right Benchmark

YTD Performance and my Current Holdings

The Top 10 Most Recommended Books by World-Class Investors

3 Investing Truths that took me Years to Learn

China's Biggest Stimulus since the Pandemic boosts Stocks significantly

Is Disney Stock a Buy at 10-Year-Lows?

Update on Alibaba - Can 2025 bring the Turnaround?

The Investing Strategy that made Buffett +50% Annual Returns

Analyzing PDD's Absurd Earnings Call and Indications for Chinese Stocks

Alarum Heads-Up! Big Price Action after Earnings

The Community Server is Ready!

Stock Pitch #10 - Growing Market Leader at a Discount

My Investment Approach: Strengths and Weaknesses

Flow Earnings - What You Need to Know after -20%!

Stock Pitch #9 - Price Explosion in the Pipeline?

Alarum Earnings Update - Insane Rollercoaster

Changes to my Alibaba Position + New Buy - Portfolio Update

What happened to Alarum? 20% Drop, An Opportunity now?

Stock Pitch #8 - Triple Digit Growth hidden by Legacy Businesses, Lots of Cash and High Insider Ownership

Jeff Bezos Shareholder Letters: 7 Key Concepts of 24 Years of running Amazon

Alibaba Earnings - The Good and the Bad?!

Q1 Updates on my Portfolio Companies

5-Min. Stock Pitch: AI Micro-Cap with +100% Growth Rates and 77% Margins

Portfolio Changes Ahead!

Stock Pitch: High-Quality SaaS business with Multibagger Potential and a Margin of Safety

Adobe Deep Dive - Is the Creative SaaS Giant finally a Buy?

Big Changes Ahead!

πŸŽ‚ Li Lu's 58th Birthday - 8 Lessons from the Chinese Warren Buffett

An Homage to Daniel Kahneman - 10 Lessons of Psychology by the GOAT 🐐

Micro-Cap Compounder dominating its Niche with unique Technology- Part 1

One Up on Wall Street - 8 Lessons from Investing Legend Peter Lynch (+PDF)

πŸ•°οΈ Walter Schloss - 7 Lessons from 47 Years of Outperforming the Market

Pinduoduo (PDD) - The Alibaba Killer!

Portfolio Transaction - Buying this Compounder

5 Fatal Misconceptions about Investing

Portfolio Update - Huge ITM News!

My Investing Strategy

Deep Dive Dino Polska - Quality Compounding at 45% per Year

3 Powerful and Little-Known Psychological Investment Mistakes!

Liberty Global Q4 Earnings Update and Conference Call

John Bogle - 7 Investing Lessons from the $7 Trillion Man

New Portfolio Transaction

6 Must-Know Investing Lessons from Joel Greenblatt

Flow Traders Update - Delivering on Promises

Alibaba Update - $25b Buyback, but a long way to go...

Li Lu - 30% CAGR by following these 9 Principles

Disney Analysis - Huge Turnaround or Massive Downfall?

A 3-Step Strategy to 50% Investing Returns!

Flow Traders - Potential Multi-Bagger with Hedging Ability

The Outsiders - Summary and Key Ideas

I Bought more Alibaba + some quick Thoughts on China and Competition

Portfolio Update

Bruce Greenwald's 3-Round Process to Value Companies

Streaming Sector Analysis - Who Will Win the Streaming War?

5 Books to Master Investor Psychology

An Homage to Charlie Munger on his 100th Birthday!