A first look at Lululemon through its 2019 annual report, proxy statement and articles into the company’s culture and history. Once again, I use Phil Fisher’s 15-point investment checklist as the foundation and if I were to hint on the verdict…. It’s been disappointments on its management for a business I had high hopes for. I still recommend taking a look at the business that brought us athleisure.
Read MoreLooking at Workday, the HR & Finance ERP provider, using Phil Fisher’s 15 point investment checklist. A first pass of the company from the 2019 annual report, proxy statement, articles on culture and personal anecdotes from my accounting/consulting days.
Read MoreLearning bottom-up tactics/strategies for optimal performance from a chess grandmaster turned world champion martial artist
Read MoreA book to become aware of what you are doing, thinking and feeling through stories and insightful questions.
Read MoreStories from leaders to remind you to stop complaining and act.
Read MoreWonderful lessons on building a business and life fitting to your compass from a musician, programmer and inventor of CD Baby.
Read MoreInspired by the re-digging from Tim Urban’s Wait But Why article on “How to Pick a Career” once again.
Read MoreFrom starting my investing journey with Buffett to Graham and Fisher, I reflected on the past 5-6 years to pull out what my investment philosophy looked like.
Read MoreExperiencing my first 35% market drawdown, instant 20% decline in my financial net worth, and the exposition of my many mistakes.
Read MoreThe mental model of strength development theory applied to cognitive development in work and life.
Read MoreWhat do you do when you wake up at 4 am in rage from a conversation you had 4 days ago? What is the common thread and how do you address the issue from within?
Read MoreA poem on that moment when the short-term anxiety in your mind tells you to keep on going but your body is telling you to stop and the struggle of listening to it.
Read MoreA translation from a poem I wrote in Korean.
Read MoreWhat it’s like to miss out on all the promotions, titles and opportunities from pivoting through accounting, consulting, investing to building my platform… all in the name of leading an interesting life.
Read MoreInstead of using the tool, many allow the tool to use them by having financial & mental security, lifestyle, sense of worth, social status and many other factors be tied to compensation.
Read MoreI often wonder what someone else must be thinking. The moment I come out of bed to the moment I grab my morning coffee to when I sit down to get to work… there are moments I wonder what the people around me must be thinking. It’s something I’ll never truly know but can’t help wonder.
Read MoreAnswering a friend’s questions on my experience writing daily journals for five years.
Read MoreLearning to let go of control through system creation.
Read MoreYou want smart friends, smart colleagues, smart leaders and hire smart employees. But how does one go about determining if someone is ’smart’?
Read MoreFrom selling the self to the creative product.
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![[Investing Research] Workday - WDAY](https://images.squarespace-cdn.com/content/v1/5a9ecfb28f51300c4f718f1f/1591160431288-6XF3EII054ACU1QGJYTP/workday+logo.png)
