Market Musings
Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
Coupang - amazon of S Korea
Summary
May 23, 2021
•
Market Musings
Share this post
Market Musings
Coupang - amazon of S Korea
Copy link
Facebook
Email
Notes
More
2
April 2021
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.
Apr 26, 2021
•
Market Musings
Share this post
Market Musings
Etsy - online marketplace specializing in unique, handmade goods
Copy link
Facebook
Email
Notes
More
Investment Philosophy
The key to long-term investing success is to find great companies and hold onto their shares as long as you can.
Apr 26, 2021
•
Market Musings
Share this post
Market Musings
Investment Philosophy
Copy link
Facebook
Email
Notes
More
February 2021
Okta - leading Identity Management Platform for the Enterprise
Qualitative Leading identity management platform for the enterprise.
Feb 9, 2021
•
Market Musings
Share this post
Market Musings
Okta - leading Identity Management Platform for the Enterprise
Copy link
Facebook
Email
Notes
More
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…
Feb 6, 2021
•
Market Musings
Share this post
Market Musings
Pinterest - future of search will be pictures
Copy link
Facebook
Email
Notes
More
January 2021
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.
Jan 17, 2021
•
Market Musings
Share this post
Market Musings
SoFi (Social Finance): aspire to be AWS of FinTech
Copy link
Facebook
Email
Notes
More
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.
Jan 6, 2021
•
Market Musings
Share this post
Market Musings
The Intelligent Investor - timeless investing quotes - by Benjamin Graham
Copy link
Facebook
Email
Notes
More
Mohawk Group - leading tech enabled consumer products platform
Mohawk is a rapidly growing technology-enabled consumer products company. Mohawk was founded on the premise that if a CPG (consumer product groups…
Jan 3, 2021
•
Market Musings
2
Share this post
Market Musings
Mohawk Group - leading tech enabled consumer products platform
Copy link
Facebook
Email
Notes
More
Syngene International - Infosys of Pharma (parallel of IT outsourcing to CRAMS business)
CRO (Contract Research Organizations) and CDMO (Contract Development & Manufacturing Organizations) are all different types of Outsourcing of Pharma…
Jan 1, 2021
•
Market Musings
1
Share this post
Market Musings
Syngene International - Infosys of Pharma (parallel of IT outsourcing to CRAMS business)
Copy link
Facebook
Email
Notes
More
December 2020
Palantir Technologies - big data analytics (data mining for governments and commercial clients)
Palantir is an enterprise software company (data mining).
Dec 30, 2020
Share this post
Market Musings
Palantir Technologies - big data analytics (data mining for governments and commercial clients)
Copy link
Facebook
Email
Notes
More
Book review - The Joys of Compounding
The Passionate Pursuit of Lifelong Learning - by Gautam Baid
Dec 20, 2020
Share this post
Market Musings
Book review - The Joys of Compounding
Copy link
Facebook
Email
Notes
More
Book review - Psychology of Money
Timeless lessons on wealth, greed, and happiness - book by Morgan Housel
Dec 20, 2020
Share this post
Market Musings
Book review - Psychology of Money
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
