Archive - Nihar’s Thoughts on Stocks

A marketplace business of questionable quality

Sep 7, 2023 •

May 2023

“How do you beat Bobby Fischer? Play him at any game but chess” – Warren Buffett

May 23, 2023 •

March 2023

A fast growing compounder riding multiple secular trends, available at an attractive valuation

Mar 27, 2023 •

June 2021

Geopolitical Alpha, by Marko Papic

And my thoughts on global macro.

Jun 23, 2021 •

February 2021

Updated Thoughts on JD.com ($JD)

I recently wrote a Twitter thread about the investment case for JD.com. I’ve been a JD bull for some time, and I think it continues to be attractive…

Feb 15, 2021 •

January 2021

Updated Thoughts on Greystone Logistics ($GLGI)

It's been a while since I wrote about this one.

Jan 18, 2021 •

My Thoughts on Bilibili ($BILI)

The bull case is a $200B+ business by 2030.

Jan 4, 2021 •

December 2020

Hedge Fund Fees

Another illustration of the power of compounding... and why the best hedge fund managers are so rich.

Dec 30, 2020 •

July 2020

InterActiveCorp ($IAC)

This short "post" is really more of a note to self.

Jul 22, 2020 •

Sea Limited ($SE)

If you haven't heard of Sea by now, where have you been?

Jul 18, 2020 •

May 2020

Investment Philosophy

How I approach investing.

May 24, 2020 •

Airlines, Part II

More on the industry that everyone loves.

May 4, 2020 •

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