Articles

On companies, technology, marketing, and decision making.

Guides of Knowledge

The complete guide to
Mental models help us make sense. Make sense of things around us, why we exist, our actions, and the outcomes we face. Here are 340 models explained.
The complete guide to
Why it's important to learn how to make decisions well and how I aim to do it. Here's a framework for decision making that works.

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[BABA] Alibaba Group Holding

Alibaba: The Sprawling Octopus

On China’s regulatory crackdowns, the history of Alibaba, the arms of the octopus, how Alibaba monetizes its ecosystem, the moat, how Alibaba could fail, how I would value the company, and a note on position sizing.

Decision Making

The Loser’s Game

Know the kind of game you’re playing before you start playing it.

Decision Making

How to Spot Moral Hazard

Moral hazard is present in more domains than you think. Learn the useful skill in life of spotting moral hazard by using these three mental models.

[MOMO] Hello Group Inc

Momo Inc: The Story Beyond Live Streaming

On Momo’s two-bet social connectivity, its transformation to a dominant online dating player, how live streaming might hit a wall, the value-added potential of integrating core Momo and Tantan, the moat, and how I would value the company.