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Lorenzo2cents 2025 Portfolio Performance
Mission Accomplished
Jan 11
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Lorenzo Bastianelli
10
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RocketLab: is future growth already priced in?
$RKLB Q1 2026 ER Update
Jun 13
•
Lorenzo Bastianelli
3
Oddity: Out of Control
$ODD Q1 2026 ER Update
Jun 6
•
Lorenzo Bastianelli
4
Hims Is an AI Company - Few Got It
$HIMS Q1 2026 ER Update
Jun 1
•
Lorenzo Bastianelli
3
Nebius: The World’s Biggest Factory Will Produce Tokens
$NBIS Q1 2026 ER Update
May 23
•
Lorenzo Bastianelli
3
Duolingo: The Owl Has a Distribution Problem
$DUOL Q1 2026 ER Update
May 12
•
Lorenzo Bastianelli
8
4
Lemonade: the Vertical Ontology of Insurance
$LMND Q1 2026 Earnings Update
May 2
•
Lorenzo Bastianelli
8
$ZETA is the Marketing Vertical Ontology
Walled gardens are taking ad spend. My thesis: Zeta ($ZETA) becomes the “commission” layer that boosts ROAS via identity + orchestration (incl. Meta ID…
Apr 26
•
Lorenzo Bastianelli
2
HIMS: I am calling the bottom
$HIMS Q4 2025 ER Update
Apr 5
•
Lorenzo Bastianelli
4
Duolingo: becoming a vertical AI
$DUOL Q4 2025 ER Update
Mar 29
•
Lorenzo Bastianelli
2
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Lorenzo2cents
Started in 2024, 65% CAGR, from $50K to $1M, one deep dive at a time! 🚀 I share my top picks on the path to financial freedom.
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