Blog
Companies Around Me (1): Analyzing My Favorite Cruise Line Royal Caribbean
From the I-95 corridor below the waterline to a Liberian registry, deconstructing how Royal Caribbean turns everything into structural profit.
Companies Around Me (2): Domino's Pizza (DPZ)
From America's cheapest chain pizza to Shenzhen's salted egg yolk chicken, how Domino's sells pizza like a tech company.
Companies Around Me (3): Starbucks (SBUX)
From closed storefronts to an 82x P/E, deconstructing Starbucks' hidden assets, China retreat, and a $20B bet on one CEO.
Companies Around Me (4): Chipotle (CMG)
One CEO left, and $26 billion followed. Deconstructing Chipotle's zero-debt balance sheet, HEEP kitchen revolution, and what 32x earnings really buys.