Linking pages
- Unravelling the Endgame of Trussonomics - What The Heck Was Liz Truss Thinking? https://valueinvesting.substack.com/p/trussonomics 9 comments
- Is EBITDA Really Bullsh*t? - by Aaron Pek https://valueinvesting.substack.com/p/ebitda 4 comments
- SEA Ltd: The Prodigal Son (2Q Deep-Dive) - by Aaron Pek https://open.substack.com/pub/valueinvesting/p/sea2q?r=6gq23 0 comments
Linked pages
- 996 working hour system - Wikipedia https://en.wikipedia.org/wiki/996_working_hour_system 76 comments
- https://shopee.com.my/ 6 comments
- AZ Value Investing: Valeant: A Detailed Look Inside a Dangerous Story Well Told – PARTS I, II & III http://azvalue.blogspot.com/2015/08/valeant-detailed-look-inside-dangerous.html 2 comments
- The Burn Multiple. How Startups Should Think About Capital… | by David Sacks | Craft Ventures | Medium https://medium.com/craft-ventures/the-burn-multiple-51a7e43cb200 1 comment
- What the early Amazon investors saw - by Aaron Pek https://valueinvesting.substack.com/p/what-the-early-amazon-investors-saw 1 comment
- Sea Ltd, Part 1: Garena - Building a Global Gaming Cash Engine https://punchcardinvestor.substack.com/p/sea-ltd-part-1-garena-building-a 1 comment
- Singapore's Sea Ltd secures $6 billion in mega fund raising | Reuters https://www.reuters.com/technology/sea-ltd-raises-about-6-billion-mega-fund-raising-2021-09-10/ 1 comment
- Sea Ltd, Part 3: SeaMoney - The Fintech Opportunity https://punchcardinvestor.substack.com/p/sea-ltd-part-3-seamoney-the-fintech 0 comments
- The Gross Margin Problem: Lessons for Tech-Enabled Startups | by David Sacks | Craft Ventures | Medium https://medium.com/craft-ventures/the-gross-margin-problem-lessons-for-tech-enabled-startups-e2aefab8a0d4 0 comments
- Sea Ltd, Part 4: Connecting The Dots https://punchcardinvestor.substack.com/p/sea-ltd-part-4-connecting-the-dots 0 comments
- ✨ Much Ado About Netflix - House of Cards, or Queen's Gambit at 17x PE? https://valueinvesting.substack.com/p/netflix 0 comments
- Sea Ltd, Part 2: Shopee - The Everything Store of the Emerging Markets https://punchcardinvestor.substack.com/p/sea-ltd-part-2-shopee-the-everything 0 comments
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