Don’t be a hammer looking for a nail
Has there ever been a more spectacular start-up failure than Quibi in 2020? $1.4 billion down the drain. Total shutdown merely 6 months after launch. Quibi built a product without...continue reading
Category: Business Analysis
Here I analyze businesses that I find intriguing for whatever reason – usually it is because I think they have a great business model. I will also discuss start-up opportunities that I see and make general observations about the business world that I find interesting.
GameStop’s Moral Mandate – Go Big or Go Home
GameStop can become the physical gateway to various virtual worlds. And this is a TRILLION-dollar opportunity. As insane as the GameStop story has been, I think there could be long-term...continue reading
Electro Optic Systems (EOS) – a unique defense company
Years ago, when I worked as a hedge fund analyst, I dove deep into the satellite + space imaging industry. The most interesting thing I learned was that space debris...continue reading
Silvergate – Hidden Network Effect in the Crypto Industry
I have a decent grasp of the technology and utility of blockchains. I think that digital currencies add value to our world. And I think they will be here to...continue reading
Stock Bucket #2 – High Growth Beasts
These “High growth beasts” comprise 38% of my portfolio as of 9/30/2020. These 6 companies are growing rapidly and are priced at a premium. I believe that the strengths of...continue reading
Yishi’s Stock Bucket #1 – Stable Cash Generators
These “stable cash generators” comprise 47% of my portfolio as of 9/30/2020. These 4 companies aren’t growing particularly fast, but I like the risk-reward trade-off. It is unlikely that any...continue reading
Hidden in plain sight – how corporations exploit the power of lotteries
Take a look at the economics of a lottery, and you’ll realize that these things are extremely profitable. From the Roman Empire to the Han Dynasty, governments have long recognized...continue reading
How YOU can become a millionaire Tiger King – An MBA’s tongue-in-cheek analysis
Can tigers be a sustainable business model? Maybe. [caption id="attachment_450" align="alignnone" width="1024"] Photo Credit: Vlad Tchompalov via Unslpash[/caption] Viewed from conventional business lens, tigers are an awful asset class. The...continue reading
Business Opportunities in Chess: Pay-to-play Micropayments
I’m a casual Chess player. I once took classes as an 8-year old. I remember playing a decent amount on Yahoo! Games as a teenager. But mainly, it was the...continue reading
Knowledge as an addictive drug — an investor’s guide to the expert network industry
In 1995 Jeff Bezos could have started Amazon by selling any product, but he chose to sell books for two reasons: 1) high number of SKUs and 2) low storage...continue reading