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Samuel Krakowski
A fact-based look at Sea Limited — the Singapore company behind Shopee, Monee, and Garena. We cover the business model, geographic revenue, competitive position, stock performance, Q2 2026 results, and current ...


Samuel Krakowski
Revenue up 43%. Members up 35%. Earnings up 61%. Stock down 44%. SoFi's business is growing at an exceptional rate while its stock hits near multi-year lows. Here is an honest look at both sides of the debate....
Samuel Krakowski
The most surprising fact in consumer staples investing: PepsiCo outperformed Coca-Cola over 30 years. But the past decade tells a completely different story — and the reasons why matter enormously for investors...


Samuel Krakowski
The Eight Commandments of Pershing Square are not a simply a checklist for finding great companies. They are a system designed to prevent them from owning a bad one as well....


Samuel Krakowski
Munger's greatest lesson for us was not some stock-picking formula. It was a better way to think. Here is how he built it — and how you can use it....