top of page


Channel Stuffing: A Deceptive Accounting Practice
Channel stuffing is an deceptive accounting and sales tactic used by companies to inflate revenue figures by forcing more products...
Feb 3, 20242 min read


Changes and Amendments to SEC Filings: What Investors Need to Know
Public companies are required to regularly file reports with the Securities and Exchange Commission (SEC) to disclose financial...
Feb 2, 20243 min read


Earnings Manipulation: How to Spot it in SEC Filings
Company executives have a strong incentive to show steady profit growth every quarter. Their compensation and job security often depend on meeting Wall Street’s earnings expectations . This pressure can lead some companies to use accounting tricks and loopholes to boost their bottom line artificially. Savvy investors know how to spot the warning signs of earnings manipulation in SEC filings . Key Techniques for Earnings Manipulation Non-GAAP Metrics : One of the most common t
Feb 1, 20243 min read


Comparing Tech, Tech-Enabled, and Traditional Businesses
We often hear how Industry X is undergoing a major tech transformation. Traditional companies in this industry are facing disruption from...
Jan 31, 20243 min read


The Long Tail Theory and Its Investment Implications
The "Long Tail" is a theory that was popularized by Chris Anderson in his 2004 book The Long Tail: Why the Future of Business Is Selling...
Jan 30, 20243 min read


Reflexivity and Credit Cycles
Reflexivity is a concept developed by investor George Soros to explain the interconnected relationship between market participants'...
Jan 29, 20243 min read


Mixture-of-Experts (MoE) in AI: A Primer for Investors
Machine learning and AI has driven transformative change across industries, fueled by advanced neural network architectures and...
Jan 28, 20243 min read


The Rise of Papercorns: Understanding this Unique Type of Startup
In recent years, a new term has emerged in startup circles - the "papercorn". This refers to a private startup company that has achieved a valuation of over $1 billion on paper through private funding rounds , but has yet to have an exit event via an IPO or acquisition. Papercorns are essentially the unicorns of the private markets. While they appear immensely valuable on paper , their actual realized value is still unknown . Papercorns have become more common in recent ye
Jan 27, 20242 min read
bottom of page