23 Years of Day One Mentality (Part 1)

Amazon Through Jeff Bezos’ Shareholder Letters

Obsess Over Customers

Playing The Long Term Game

The benefits of thinking long term is widely preached in the domain of business and investing. Nonetheless, it is still rare to see this put in practice by either business leaders or investors. There is a reason for this: it is simply difficult and takes a long time to reap the benefits of long termism. However, Jeff Bezos is an exception.

Affinity For Service Oriented High Fixed Cost Businesses

What does Prime membership, Prime Video, online EC, FBA and AWS have in common? They have large TAMs and are high fixed costs internet businesses with low marginal costs.

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Investment professional based in Hong Kong. A student of superior businesses and managers.

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Investment professional based in Hong Kong. A student of superior businesses and managers.