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- Is EBITDA Really Bullsh*t? - by Aaron Pek https://valueinvesting.substack.com/p/ebitda 4 comments
- 🌊 NYSE:SE - Shopee: The King of S&M (sales & marketing exp) https://valueinvesting.substack.com/p/sea 0 comments
- SEA Ltd: The Prodigal Son (2Q Deep-Dive) - by Aaron Pek https://open.substack.com/pub/valueinvesting/p/sea2q?r=6gq23 0 comments
- SEA Ltd Has Already Won - by Aaron Pek https://valueinvesting.substack.com/p/sealtd6-9929 0 comments
- How Brands Are Born - by @ValueInvesting https://open.substack.com/pub/valueinvesting/p/how-to-develop-a-brand?r=6gq23 0 comments
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