Big Thoughts
How to Make a Market Pullback Work for You
By Adil, 19th May 2022
Investing

It’s been a rough few weeks in the market, and I don’t believe it’s getting better for a while longer. I hate to join many others in sharing my pessimism about the near-term, but all the indicators I follow point toward a meaningful pullback. But while the timbre of other commentary is laced with fear […]

Thoughts on the Market: June 2022
By Adil, 8th Jun 2022
Investing

Our views have remained consistent throughout the year, and we reiterate them today. We started our January 2022 letter saying: It’s been a rocky start to the year, and while some believe we’ve hit the bottom already, we feel the potential for a downside move is not yet over.  In our March 2022 letter, we […]

Payment Solutions in the S&P 500
By Adil Wali, 6th Sep 2019
Payments

To me, there are two business models that work at-scale in consumer internet. The first is advertising and the second is payments. I was thinking recently about how many companies are starting to think actively about payments as both a business model and a way to provide convenience to their users. In this post, we […]

Recent writings
Thoughts on the Market: June 2022
8th Jun 2022
Investing
How to Make a Market Pullback Work for You
19th May 2022
Investing
Thoughts on the Market: May 2022
17th May 2022
Investing
Thoughts on the Market: April 2022
1st Apr 2022
Investing
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