Integrator
Contributor since: 2013
Articles
Cochlear: A Great Business At A Challenging Price
Alibaba: Still A Compelling Bargain
The Most Important Secular Trends And How To Play Them
Project $1M: The Market Strikes Back
Rethinking Retirement: Why Low Or No Yield May Be Better Options
Tencent: Shift To Chinese Enterprise Brings Execution Risk
The 5 Great Businesses That I'll Never Sell
Why All Investors Should Consider A 'High Quality' Investment Strategy
PayPal: Recent Decline In The Stock Should Be Bought
Mastercard: The 4 Powerful Tailwinds Driving This Business
Microsoft: Duration Of Cloud Advantage Likely Underappreciated+-
Launching Sustainable Growth: Riding Secular Tailwinds To Long-Term Wealth
Visa: Ecosystem Structure May Be Its Most Underrated Advantage
Project $1M: A Correction Now Looks Increasingly Likely
Nanosonics: A Promising Long-Term Play In Infection Control
Booking Holdings : Brexit Impact Transitory, Google A Bigger Worry
Baidu: 'China's Google' Is Not Done Yet
Adobe: Well Positioned To Dominate Digital Content Creation
CSL: This Plasma Behemoth Continues To Deliver
Facebook: 3 Reasons To Buy At These Levels
Tencent: 3 Reasons To Consider Buying Now
Moody's: Outfoxed By The Fed On This Great Business
Mercadolibre: Why I'll Continue To Own In Spite Of The Amazon Threat
Visa Is No Mastercard, But That's OK
Alibaba: 4 Reasons Why Opportunity Knocks Again
Mastercard: Why I'm Not Interested In Taking Profits
Project $1M: July Continues The Strong Progress Trend
Project $1M: My Learnings At The Halfway Mark To $1M
Project $1M: Tech Rebound Drives New Highs For June
Project $1M: Here Comes The Correction
Project $1M: April Closes In On 'Halfway Mark'
Project $1M: March Delivers Solid Returns