🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

Update on Sea Limited's latest quarter: Playing Offense steadycompounding.com/investing/sea-…

3 observations from my recent trip to Shanghai-Suzhou-Hangzhou: steadycompounding.com/life/shanghai/

If you're struggling to understand a business, consider what the customer's world would be like without its product or service.

Ultimately, repurchases create value only when they occur at prices below intrinsic value.

Consumer spending remains strong h/t The Transcript SS

$GOOGL Waymo is cooking

Quite frankly if I'm the interviewer I would be more interested in asking Dara who is the 1% of drivers in Austin who's more productive than a machine.

An ice latte for US$0.82, anyone? Competition in China is brutal.

Bonus points for insiders who put their money where their mouth is.

"one of the reasons Donahoe was able to drive Nike so far into the ground..." Ben Thompson woke up and chose violence😅

Cozy consensus comes with a steep price. Correspondingly, a steep price tag usually means lower future returns.