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
Yishi’s Stock Portfolio Q3 2020 Review
Here is an overview of my personal stock portfolio as of September 30th, 2020. The 15 companies I own span a wide variety of industries. US centric with global revenues:...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
“We win, they lose” – Radically Reframing the US Immigration Debate
My parents brought me to America when I was 6 years old. Not a day goes by do I forget how fortunate I am to be a naturalized US...continue reading
Poker + business + applied lessons from Nassim Taleb
This summer, a casino opened up right by Boston. And I’ve swung by a few times to play Texas Hold’em — low stakes cash games. As mentioned in my Liar’s Dice...continue reading