Hey Reader - Thomas here. Good day to my fellow compounders! In 3-Bullet Sunday, I share with you the three most interesting piece of article, video or podcast I came across for the week on investing and growth philosophies. Enjoy! Chasing the Northern Lights This December In early December, I'm going to the Nordics for the first time in my life, to see the Northern Lights. Apparently the sun runs on a cycle of about 11 years. It peaked in late 2024, but the years right after a peak can still...
7 days ago • 4 min read
Hey Reader - Thomas here. Good day to my fellow compounders! In 3-Bullet Sunday, I share with you the three most interesting piece of article, video or podcast I came across for the week on investing and growth philosophies. Enjoy! Thank You, Kuala Lumpur Yesterday was the KL book talk, my first outside Singapore. The cafe at Tsutaya Books in Bukit Jalil, Malaysia sits 50, and we ran out of seats, so some of you stood along the side for the whole hour. I love the energy of a room like that!...
14 days ago • 4 min read
Hey Reader - Thomas here. Good day to my fellow compounders! In 3-Bullet Sunday, I share with you the three most interesting piece of article, video or podcast I came across for the week on investing and growth philosophies. Enjoy! Come Say Hi in Kuala Lumpur This Saturday For my readers in Malaysia, I'll be in Kuala Lumpur this Saturday, 17 October, for a book talk at Tsutaya Books, Bukit Jalil, from 2pm to 3pm. It'll be moderated by Guan and HY Tan, the duo behind DoitDuit. We'll chat,...
21 days ago • 3 min read
Alphabet Q2 2026: The $707 Billion Footnote This quarter is the clearest sign yet that Alphabet is transforming into a different company and there’re a lot of misconceptions surrounding its Q2 2026… so let me go through them one by one. Advertising has gone from 78% of revenue in Q3 2023 to 68% in Q2 2026, with Google Cloud coming in strong to change the revenue mix. And it’s not because search has fallen or anything like that, they weren’t disrupted by AI, in fact, the opposite has happened,...
3 months ago • 8 min read
This week's exclusive Steady Compounding Insider Stocks report reveals how Amazon's business model—built on Bezos's timeless customer principles—is positioned to thrive. Below is a preview of my comprehensive Amazon analysis. Deeper insights—including my thoughts on valuation work, insights on Amazon's AI strategies and portfolio changes—are reserved for members. >> Click here to unlock complete by joining Steady Compounding Insider Stocks Compound steadily, Thomas Jeff Bezos once shared a...
over 1 year ago • 11 min read
Despite 2023’s strong market performance, 2024 has presented compelling opportunities to acquire high-quality businesses at attractive valuations. As we’ve seen repeatedly, investor time horizons compress to zero during drawdowns, and "hopium" stretches to infinity during bull cycles. This phenomenon captures how investors often lose sight of the bigger picture in turbulent times while becoming overly optimistic in bull markets. This recurring behavioral bias creates opportunities for...
almost 2 years ago • 1 min read
Hey Reader - Thomas here. Good day to my fellow compounders! In 3-Bullet Sunday, I share with you the three most interesting pieces of articles, videos, or podcasts I came across for the week on investing and growth philosophies. Enjoy! I. Warren Buffett Investing Process Alice Schroeder is Warren Buffett's biographer, and she shared about his decision-making process in 2008 at the Value Investing Conference. It provided an invaluable peek behind Buffett’s decision-making process when...
almost 2 years ago • 4 min read
Hey Reader - Thomas here. Good day to my fellow compounders! In 3-Bullet Sunday, I share with you the three most interesting piece of article, video or podcast I came across for the week on investing and growth philosophies. Enjoy! I. What Investors Get Wrong: Chris Mayer on Dividends, Noise, and the Power of Reinvestment A long-term winner has a few engines for compounding value:1. Long growth runway2. Shares buyback3. Multiple expansionIt's usually a combination of the two that boosts the...
almost 2 years ago • 2 min read
Hey Reader - Thomas here. Good day to my fellow compounders! In 3-Bullet Sunday, I share with you the three most interesting piece of article, video or podcast I came across for the week on investing and growth philosophies. Enjoy! I. Advice for the Kids by The Humble Dollar The article "Advice for the Kids" from HumbleDollar offers timeless financial lessons for younger generations. It emphasizes saving early, living within your means, and investing consistently. The author also highlights...
almost 2 years ago • 1 min read
