Market Musings

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Coupang - amazon of S Korea
Summary
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Market Musings
2
Etsy - online marketplace specializing in unique, handmade goods
Investment Thesis - Etsy is an e-commerce marketplace which connects buyers to sellers of unique, handcrafted, and differentiated goods.
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Market Musings
Investment Philosophy
The key to long-term investing success is to find great companies and hold onto their shares as long as you can.
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Market Musings
Okta - leading Identity Management Platform for the Enterprise
Qualitative Leading identity management platform for the enterprise.
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Market Musings
Pinterest - future of search will be pictures
Summary Pinterest is founder led company with strong growth potential in coming years. It has a unique proposition to make a very compelling pitch to…
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Market Musings
SoFi (Social Finance): aspire to be AWS of FinTech
SoFi is an online finance platform (neobank) that aims to provide a simple integrated solution to help customers manager their financial lives.
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Market Musings
The Intelligent Investor - timeless investing quotes - by Benjamin Graham
To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information.
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Market Musings
Market Musings
Market Musings
Musings on Business Models

Market Musings

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