Liviam Capital - Finding Reinvestment Moats

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My investing checklist
From time to time, I’ve been asked whether I have an investing checklist. The answer is yes, but it’s just an informal list of things I want to think…
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Salesforce: An ever-expanding TAM and a new focus on operating margins
The market has always had a love/hate relationship with Salesforce. On one end, you have a business that has been able to grow revenue sustainably for…
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Amazon: An Intro to CEO Andy Jassy
This July, Jeff Bezos stepped down as CEO of Amazon, a company he founded 24 years ago, and passed the baton to CEO of AWS Andy Jassy. Aside from the…
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Coupang: The Amazon of South Korea?
Source Of all the IPOs from 2021, there’s something about Coupang that makes me want to keep an eye on it. I don’t have a position and admittedly…
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Valuation for beginners
The best way to go about ensuring a good result is to pick good businesses. Be right qualitatively about a business and you’re likely to do better than…
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Adyen: Unified commerce x enterprise businesses
In the most recent shareholder letter (First half 2021), Adyen stated: “The trend in our North American footprint mirrors our historical track record …
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2
Sea Limited: An impressive quarter
Right off the bat, Sea turned in a really impressive June 2021 Quarter of growth with Garena growing 166.8% and Shopee growing 174.1%. Garena …
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Liviam Capital - Finding Reinvestment Moats
Liviam Capital - Finding Reinvestment Moats
Studying the most exciting companies in the world, mostly Big Tech, SAAS, Cloud, Fintech, Consumer/Ecommerce Platforms, and more.

Liviam Capital - Finding Reinvestment Moats

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