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Inside Mastercard's Quiet Empire
Why Mastercard's business model is one of the most resilient structures in modern finance
May 23
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Kintsugi Investing
1
The Church and the Casino
What Warren Buffett said at Berkshire Hathaway’s 2026 AGM and why it still matters
May 21
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Kintsugi Investing
The Hotel Giant That Doesn't Own Hotels
Marriott just beat earnings again. How a company with almost no real estate keeps compounding like clockwork.
May 16
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Kintsugi Investing
Is the US Stock Market Too High Right Now?
The numbers say yes. But the story, as always, is more nuanced than the headline.
May 14
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Kintsugi Investing
The Company Quietly Rewiring How America Responds to Emergencies
5 Things Every Investor Should Know about Axon Enterprise Right Now
May 9
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Kintsugi Investing
2
Investment Discipline: The Art of Walking Away
The Best Deal Netflix Never Made
May 7
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Kintsugi Investing
The Quiet Monopoly Hiding in Your Wallet
5 Things Every Investor Should Know about Visa Right Now
May 2
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Kintsugi Investing
2
April 2026
Last Day on the Job
Jerome Powell's Last Day Running the World's Most Powerful Bank
Apr 30
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Kintsugi Investing
Southeast Asia's Biggest Bank Just Had a Record Year
5 Things Investors Need to Know About DBS Right Now
Apr 25
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Kintsugi Investing
1
Our Monthly Portfolio Update
April 2026
Apr 23
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Kintsugi Investing
Fabrinet Is the Picks-and-Shovels Play Nobody Talks About
From a Bangkok Startup to the Heart of the AI Revolution
Apr 18
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Kintsugi Investing
1
The Richest Man in the Room Is Usually the Calmest
Applying Warren Buffet's lesson: Be fearful when others are greedy, and greedy when others are fearful
Apr 16
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Kintsugi Investing
2
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