Liviam Capital - Finding Reinvestment Moats liviamcapital.com

Studying the most exciting companies in the world, mostly Big Tech, SAAS, Cloud, Fintech, Consumer/Ecommerce Platforms, and more.

My investing checklist

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Salesforce: An ever-expanding TAM and a new focus on operating margins

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Amazon: An Intro to CEO Andy Jassy

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Coupang: The Amazon of South Korea?

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Valuation for beginners

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Adyen: Unified commerce x enterprise businesses

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Sea Limited: An impressive quarter

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A very short (and old) thesis on Twilio from August 2019

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Becoming a supporter

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An old thesis on Alphabet

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An old thesis on Apple

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Portfolio updates and general thoughts (March 11, 2021)

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A deeper dive into Google’s advertising business

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How I Approach Portfolio Construction

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Facebook’s long-term goal: Make that free, too.

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What Makes Alphabet So Special

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