A first pass at Wix, a cloud-based website design and hosting platform. A company "founded on the belief that the Internet should be accessible to everyone to develop, create and contribute, irrespective of their level of coding skill." Aka, it started out as a DIY website platform for non-tech folks like yours truly.
Read MoreIt’s the book to read when you feel resistance, envy, failure, and anger at the world because the problem is you and all you need is the perspective this book provides.
Read MoreIt’s the book to read when you feel resistance, envy, failure, and anger at the world because the problem is you and all you need is the perspective this book provides.
Read MoreA 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 MoreA financial data platform that’s engrained with a culture of cost-discipline and contrarian attitudes that has a shot of displacing the existing order.
Read MoreTrupanion (TRUP), a story of marrying "math with love”. Taking over medical insurance for pets with moats set by foundations of a unique organizational culture and management.
Read MoreStories from leaders to remind you to stop complaining and act.
Read MoreDigging into an owner-operated travel company set to dominate the experiences and dining segment amid the COVID-19 turmoil.
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.
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![[Investing Research] Lululemon - LULU](https://images.squarespace-cdn.com/content/v1/5a9ecfb28f51300c4f718f1f/1591328729731-ECLLPBW22V6H9SBI9JIO/lululemon+logo.png)
![[Investing Research] Workday - WDAY](https://images.squarespace-cdn.com/content/v1/5a9ecfb28f51300c4f718f1f/1591160431288-6XF3EII054ACU1QGJYTP/workday+logo.png)
