Our Story starts on land owned by Japan National Railways where Korean immigrants built illegal homes. Masayoshi Son was born in one of these homes in 1957. He was always treated as an outsider at school and classmates would throw rocks at him which would fuel his desire to get…

The best opportunities are ones where no one is looking. How does that relate to finance and investing? The stocks that produce outsized returns are undervalued (dismissed) at first and become overvalued (everyone is buying). Today, we see the market pricing in inflation and many rate hikes from the FED…

Going back to 1839 in upstate New York where John D. Rockefeller is born. John's parents moved around a lot so he did whatever he could to help his mother, like raising turkeys, selling candy, and working for neighbors. These activities boosted his entrepreneurial mindset at a young age. In…

Blackholes are a region where no particles, even light can’t escape from the vacuum. SPACs are similar in which you put your money in and can’t see it anymore. Instead of matter being torn apart in a black hole, money is given to the managers of the SPAC.

The market has priced the interest rate hikes in the discount rates of companies, but not the increased chance of a recession. To understand discount rates, we have to look at how investors value businesses. One of the most common ways is a DCF (Discounted cash flow) model. It based…

There are many ways to find value and we see Amazon as providing tremendous in the 5-year time horizon, which is why it is our 2nd biggest position in the portfolio. (linked below) People get the story wrong with Amazon because they see a net loss and a high PE…

The days of borrowing and spending on marketing and growing the top line as much as possible, losing money then financing more growth with cheap debt is over and will not work in this market environment. Why were the Nasdaq and ARK Innovation going up in the first place, because…

Due to the Fed's raising interest rates and oil skyrocketing, we need to find stocks that have pricing power, don’t have to take on new debt, and are resistant to this environment. Values of businesses: Consistent earning or ability to produce cash pricing power and loyal customers low expense businesses…