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Investment Memo: Nintendo (7974:JP / NTDOY:US)
Medium-term risk/reward looks reasonable for the stock, but the moat around the House of Mario faces threats in the long-term
Richard Pickering
Nov 28, 2022
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Investment Memo: Nintendo (7974:JP / NTDOY:US)
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Update on dLocal ($DLO)
Re-evaluating the stock after Muddy Waters announces a short position
Richard Pickering
Nov 17, 2022
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Update on dLocal ($DLO)
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Musings on Cloud Kitchens
Brief thoughts on whether the economics of cloud kitchens / dark kitchens stack up
Richard Pickering
Oct 31, 2022
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Musings on Cloud Kitchens
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Not-So-Great Expectations
Brief thoughts on inflation as a self-fulfilling phenomenon
Richard Pickering
Oct 18, 2022
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Not-So-Great Expectations
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Investment Memo: dLocal ($DLO)
The next "emerging champion"?
Richard Pickering
Sep 21, 2022
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Investment Memo: dLocal ($DLO)
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Investment Memo: Intuit ($INTU)
A capital efficient company with a decent growth story, but I am somewhat cautious on valuation
Richard Pickering
Aug 19, 2022
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Investment Memo: Intuit ($INTU)
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Reciprocity as a Business Model
What motivates people to pay for services they receive?
Richard Pickering
Mar 14, 2022
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Reciprocity as a Business Model
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Great products do not always speak for themselves
Or some brief thoughts on the value of marketing
Richard Pickering
Mar 3, 2021
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Great products do not always speak for themselves
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By Richard Pickering
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