Deliberate Capital By Corbin & Grayden
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The Infallibility of Human Greed
What the 1600s Amsterdam Stock Exchange Teaches Us About Human Behavior
Nov 30, 2021
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Corbin
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Grayden
8
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The Infallibility of Human Greed
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June 2021
The Adaptive "Eye of the Tiger"
What Tiger Woods can teach investors about adaptation through self inspection, refinement, and consistent execution
Jun 8, 2021
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Corbin
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Grayden
5
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The Adaptive "Eye of the Tiger"
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April 2021
Search. Observe. Protect. | Our Investment in Elastic NV (NYSE:ESTC)
Unpacking the opportunity that exists with a compelling and undervalued business that is supporting the data revolution
Apr 19, 2021
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Corbin
and
Grayden
11
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Search. Observe. Protect. | Our Investment in Elastic NV (NYSE:ESTC)
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March 2021
The Markets and the Quest for the Yellow Jersey
What the Tour de France and elite cyclists can teach us about investing
Mar 9, 2021
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Corbin
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Grayden
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The Markets and the Quest for the Yellow Jersey
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Sea Ltd (NYSE:SE) – Q4 2020 Earnings Update – Sea is Building an Internet Powerhouse
Forrest Li is building an outstanding business and we remain increasingly bullish on Sea's long-term prospects
Mar 3, 2021
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Corbin
and
Grayden
5
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Sea Ltd (NYSE:SE) – Q4 2020 Earnings Update – Sea is Building an Internet Powerhouse
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February 2021
Counter Positioning – The Often Underrated Business Power Law
How to defeat an incumbent who appears unassailable by conventional metrics of competitive strength and what boxing teaches us about the power law
Feb 1, 2021
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Corbin
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Grayden
6
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Counter Positioning – The Often Underrated Business Power Law
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January 2021
Why We Prefer Founder-led Companies
Relentless work ethic, natural drive, and Skin in the game often lead to better outcomes that are hard to replicate in non-founder led companies
Jan 11, 2021
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Corbin
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Grayden
7
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Why We Prefer Founder-led Companies
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December 2020
Never Look at Valuation in Isolation (Part II of II)
Investors can become overly reliant on valuation metrics, which can silently kill portfolio returns if analyzed in isolation
Dec 14, 2020
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Corbin
and
Grayden
4
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Never Look at Valuation in Isolation (Part II of II)
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Never Look at Valuation in Isolation (Part I of II)
Investors can become overly reliant on valuation metrics, which can silently kill portfolio returns if analyzed in isolation
Dec 7, 2020
•
Corbin
and
Grayden
7
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Deliberate Capital By Corbin & Grayden
Never Look at Valuation in Isolation (Part I of II)
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November 2020
Our Investment Thesis in Sea Ltd (NYSE:SE) – A $1 Trillion Company in the Making
Missed out on investing in Amazon (AMZN), Square (SQ), and Tencent (TCEHY)? Sea Limited combines the best of all 3 into one investment
Nov 23, 2020
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Corbin
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Grayden
8
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Deliberate Capital By Corbin & Grayden
Our Investment Thesis in Sea Ltd (NYSE:SE) – A $1 Trillion Company in the Making
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Investing in your future
Welcome to Deliberate Capital by Corbin & Grayden.
Nov 12, 2020
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Corbin
3
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Deliberate Capital By Corbin & Grayden
Investing in your future
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