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e-commerce
November 25, 2020
Alibaba: Thoughts on Chinese Regulation of Internet Platforms
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October 7, 2020
Zalando: Enduring Competitive Moat of Size and Network Effects
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September 26, 2020
Ep. 10: Nike’s Online Sales | Valuing White Space vs. Realized Ambition
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September 17, 2020
Co-Founder Jim Sinegal on the Costco Story and Business Model
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September 10, 2020
Zalando Investment Thesis: The Fashion Platform of the Future
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September 3, 2020
The Tesla Effect: A Research Report of Tsai Capital Corporation
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July 3, 2020
Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics
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June 28, 2020
Jeff Bezos on Amazon, Blue Origin, and The Washington Post
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June 17, 2020
Learning From the CEOs of MasterCard and Citi Cards
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April 21, 2020
Q1: Opportunity to Higher-Grade the Portfolio with Great Businesses
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April 10, 2020
KB Kee Presents Value Investing Ideas in China, Australia, and New Zealand
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April 10, 2020
Shalby Hospitals: Owner-Operated, Growing, Efficient Hospital Chain
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April 8, 2020
Mahindra Logistics: Asset-Light Third-Party Logistics Provider in India
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April 4, 2020
Tom Russo on Investing in Crisis: The Day the Dow Dropped 3,000 Points
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January 22, 2020
Surveying the SVN Capital Portfolio
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January 10, 2020
Griffin Industrial Realty: High Cap Rate Despite Portfolio Transition
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January 9, 2020
Synchrony: Card Issuer with Valuable Data Analytics Business
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November 30, 2019
China Investing Trip: Sean Stannard-Stockton’s Takeaways
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November 30, 2019
China Investing Trip: Felix Narhi’s Takeaways
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August 5, 2019
Dan Bleicher on Compounders and Underfollowed Gems
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