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
liviamcapital.com·231w
Salesforce: An ever-expanding TAM and a new focus on operating margins
liviamcapital.com·240w
Amazon: An Intro to CEO Andy Jassy
liviamcapital.com·243w
Coupang: The Amazon of South Korea?
liviamcapital.com·243w
Valuation for beginners
liviamcapital.com·244w
Adyen: Unified commerce x enterprise businesses
liviamcapital.com·244w
Sea Limited: An impressive quarter
liviamcapital.com·244w
A very short (and old) thesis on Twilio from August 2019
liviamcapital.com·244w
Becoming a supporter
liviamcapital.com·244w
An old thesis on Alphabet
liviamcapital.com·253w
An old thesis on Apple
liviamcapital.com·256w
Portfolio updates and general thoughts (March 11, 2021)
liviamcapital.com·267w
A deeper dive into Google’s advertising business
liviamcapital.com·290w
How I Approach Portfolio Construction
liviamcapital.com·295w
Facebook’s long-term goal: Make that free, too.
liviamcapital.com·299w
What Makes Alphabet So Special
liviamcapital.com·300w

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