A Comment on Autohome
Many members have asked me about Autohome lately. Here are my thoughts.
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Many members have asked me about Autohome lately. Here are my thoughts.
Buffett predicts Munger would talk about Costco.
The thoughtful investor’s job has not changed but the analytical approach has.
An e-mail exchange between Warren Buffett and Jeff Raikes on Microsoft in 1997 is filled with valuable lessons.
The fact that the market is partly efficient is really a gift.
We always get surprised by the effect of compound interest because we simply don’t think about compounding enough.
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.
A deep dive of a once Chinese live stream story transforming to a dominant player in the open social and dating industry.
When you’ve got something good, it’s working, and you’ve spent a lot of energy getting there, it’s probably best to sit on your ass and enjoy the ride.
The following letter was sent to email subscribers of the Junto newsletter on March 12, 2021.
In a world of distraction, the ability to go deep brings a huge competitive advantage.
Spotting an economic moat in a business before the fact is not an easy thing to do. Here are seven signs to start off from.
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