Equity Reports:

 

Adyen (September 20, 2023) - 

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Evolution Gaming (June 12, 2022) - 

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AB InBev (August 15, 2021) - 

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Wells Fargo (August 30, 2020) - 

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Kraft Heinz (December 13, 2019) - 

 

Baidu (July 5, 2019) - 

 

General Mills (December 10, 2018) - 

 

CK Hutchison (November 28, 2017) - 

 

Chipotle (November 15, 2017) - 

 

Tesla (May 25, 2017) - https://seekingalpha.com/article/4076437-short-case-tesla

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Express (December 5, 2016) - 

 

Zendesk (July 18, 2016) - 

 

Stamps.com (April 13, 2016) -  

 

Gazprom (December 29, 2015) - https://seekingalpha.com/article/3781936-ugly-2-years-make-risky-oil-giant-top-candidate-2016

 

Joy Global (November 26, 2015) - https://seekingalpha.com/article/3608586-reward-outweighs-risk-undervalued-joy-global

 

PayPal (July 14, 2015) - https://seekingalpha.com/article/3324785-paypal-interesting-at-44-billion

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Beijing Baofeng Technology (June 19, 2015) - 

 

Shake Shack (May 19, 2015) - 

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Potash (April 22, 2015 -  

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Heineken (March 24, 2015) - https://seekingalpha.com/article/3025276-heineken-is-this-free-cash-flow-guzzler-a-buy

 

SoftBank (March 7, 2015) - https://seekingalpha.com/instablog/6618841-mike-gorlon/3803596-softbank-analysis-of-my-most-recent-buy

 

BYD Co. (February 20, 2015) - https://seekingalpha.com/article/2936966-does-the-december-sell-off-make-byd-co-a-buy

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Book Summaries:

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Warren Buffett's Ground Rules: Words of Wisdom from the Partnership Letters of the World's Greatest Investor by Jeremy Miller - https://seekingalpha.com/article/4171368-words-wisdom-warren-buffett-partnership-years

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The Alchemy of Finance by George Soros - https://seekingalpha.com/article/4150644-george-soros-reflexivity-success

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Where are the Customer’s Yachts by Fred Schwed Jr. - https://seekingalpha.com/article/4142852-customers-yachts

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Investment Theory:

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The Similarities of Stock Selection and Managing a Baseball Team - https://seekingalpha.com/article/4124649-similarities-stock-selection-managing-baseball-team

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Mohnish Pabrai “Few Bets, Big Bets, Infrequent Bets - https://seekingalpha.com/article/4089801-mohnish-pabrai-few-bets-big-bets-infrequent-bets

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Mohnish Pabrai’s 5 Categories of 10-100 Bagger Stocks - https://seekingalpha.com/article/4026867-mohnish-pabrais-5-categories-10minus-100-bagger-stocks

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Videos:

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Gazprom (December 29, 2015) - https://youtu.be/0ONNLbc5bAk