Archive - Brief Thoughts

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

Nov 28, 2022 •

Richard Pickering

Update on dLocal ($DLO)

Re-evaluating the stock after Muddy Waters announces a short position

Nov 17, 2022 •

Richard Pickering

October 2022

Musings on Cloud Kitchens

Brief thoughts on whether the economics of cloud kitchens / dark kitchens stack up

Oct 31, 2022 •

Richard Pickering

Not-So-Great Expectations

Brief thoughts on inflation as a self-fulfilling phenomenon

Oct 18, 2022 •

Richard Pickering

September 2022

Investment Memo: dLocal ($DLO)

The next "emerging champion"?

Sep 21, 2022 •

Richard Pickering

August 2022

Investment Memo: Intuit ($INTU)

A capital efficient company with a decent growth story, but I am somewhat cautious on valuation

Aug 19, 2022 •

Richard Pickering

March 2022

Reciprocity as a Business Model

What motivates people to pay for services they receive?

Mar 14, 2022 •

Richard Pickering

March 2021

Great products do not always speak for themselves

Or some brief thoughts on the value of marketing

Mar 3, 2021 •

Richard Pickering

February 2021

observations on startups, investing and other clichés

Welcome to Brief Thoughts by me, Richard Pickering.

Feb 15, 2021 •

Richard Pickering

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