TravelSky's Booking Fees Stay Low, Unlocking Growth Potential
Think chart is incredible. I don't think the booking fees have gone up much for TravelSky. Think about the potential https://t.co/9dyiCS0oWY
Nintendo Switch 2 Shines; Rare Asian Business Model
The Nintendo Switch 2 is such a good console. We don’t have many businesses like this in Asia. https://t.co/mwhI50a8ev
Twitter Ranks only C‑tier for Newsletter Discovery
Matt McGarry: newsletter growth tactics, ranked (hint: Twitter is seen as C-tier for discovery) https://t.co/w9Sv2nKwG0
Propaganda Accounts Like Globe Eye News Fill Twitter
What's stupid about Twitter's strategy is that accounts like Globe Eye News has zero product. So you know that it's almost 100% a propaganda account. Why else would they bother posting non-stop political content? How does this serve any of...
Kahneman's Book: A Transformative Read Requiring Years of Reflection
Not an exaggeration that Kahneman's book is the most important I've read in years. Will take years to digest its insights.
Gasoline’s Density and Safety Outshine EV Parking Challenges
People forget how wonderful a product gasoline is: Energy dense, easy to transport and it doesn’t randomly combust. Will apartment blocks be comfortable having 300+ EVs parked continuously?
2026 Super‑El
Let me clarify: - Upstream ops benefit from higher CPO price initially - In severe El Niños, lower output counteract the positive effect from higher CPO prices - Malaysia will be less impacted by droughts than Indonesia - The B50 fuel mandate in...
Key 2026 El Niño Impacts and Asian Market Deep Dives
In case you missed it: - A implications of a 2026 El Niño - An update to my 2023 deep dive on Singapore marina operator SUTL Enterprise (SUTL SP) - A deep dive on Cambodia airspace traffic controller Samart Aviation (SAV...
Super‑El Niño 2026 Threatens Asian Equity Markets
A super-El Niño is projected for 2026. This will have serious consequences for Asian equities: https://t.co/pmx3AfkBgQ
Unlimited Watchlist Tickers for $39: Koyfin’s Value
Koyfin offers unlimited tickers in your watchlists, which you can then use to track news on the individual companies. Hard to beat at $39/month. https://t.co/QV3M8BpEH3
Saving Money by Cutting Core Software Wastes Resources
Alex Rubalcava on the SaaS-pocalypse: "I think that it's going to be a really poor use of money and scarce resources like developer time for a company to try to save a few hundred thousand bucks to rip out...
SUTL Enterprise Trades Cheap, Cash‑rich After Keppel
SUTL Enterprise (SUTL SP): The market leader in Singapore's luxury marina industry. Trades at 7.1x 2028e with a solid cash pile once the acquisition of Marina at Keppel Bay goes through. https://t.co/phzy16ip8T
Use Gen AI to Argue Bull and Bear Views
Jeremy https://t.co/SHKmqpIutV, you’d instead use gen AI tools to argue the bull and the bear arguments https://t.co/QnEXYv9D2P
Nike's Search Surge Persists—China Remains the Challenge
I did not expect the Nike Google Trends chart to hold up this well. So what’s the remaining issue here - China? https://t.co/EnSgj126DZ
Substack's In-App Payments Set for Global Rollout by Mid‑2026
Substack in-app payments haven't become a big thing yet, as they're only available in the US and a few other countries. But I think they'll be rolled out globally by mid-2026 https://t.co/iHQrkcgbb6
