Brief Thoughts

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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
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Richard Pickering
1
Update on dLocal ($DLO)
Re-evaluating the stock after Muddy Waters announces a short position
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Richard Pickering

October 2022

Musings on Cloud Kitchens
Brief thoughts on whether the economics of cloud kitchens / dark kitchens stack up
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Richard Pickering
Not-So-Great Expectations
Brief thoughts on inflation as a self-fulfilling phenomenon
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Richard Pickering

September 2022

Investment Memo: dLocal ($DLO)
The next "emerging champion"?
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Richard Pickering

August 2022

Investment Memo: Intuit ($INTU)
A capital efficient company with a decent growth story, but I am somewhat cautious on valuation
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Richard Pickering

March 2022

Reciprocity as a Business Model
What motivates people to pay for services they receive?
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Richard Pickering
2

March 2021

Great products do not always speak for themselves
Or some brief thoughts on the value of marketing
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Richard Pickering

February 2021

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