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HIMS: The Gatekeeper
$HIMS Q1 2025 ER update
May 16
•
Lorenzo Bastianelli
2
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HIMS: The Gatekeeper
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Lemonade: Car Accelerates
$LMND Q1 2025 ER Update
May 10
•
Lorenzo Bastianelli
5
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Lemonade: Car Accelerates
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2
Duolingo: Duo is dead, long live Duo!
$DUOL Q1 2025 ER update
May 4
•
Lorenzo Bastianelli
3
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Duolingo: Duo is dead, long live Duo!
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Oddity: investors woke up, it will be huge
$ODD Q1 2025 ER update
May 1
•
Lorenzo Bastianelli
5
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Oddity: investors woke up, it will be huge
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April 2025
Mercado Libre = Amazon E-Commerce + Paypal (Deep Dive Act I)
$MELI's Network Effects: Scaling to Continental Dominance
Apr 27
•
Lorenzo Bastianelli
1
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Mercado Libre = Amazon E-Commerce + Paypal (Deep Dive Act I)
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Why You Need a Business Ontology to Survive a Market Crash
Smile while others panic
Apr 6
•
Lorenzo Bastianelli
3
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Why You Need a Business Ontology to Survive a Market Crash
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4
Rocket Lab: Neutron is my thesis’ single point of failure
$RKLB Q4 2024 ER update
Apr 4
•
Lorenzo Bastianelli
1
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Rocket Lab: Neutron is my thesis’ single point of failure
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March 2025
Crowdstrike: everyone loves a comeback story
$CRWD Q4 2024 ER update
Mar 31
•
Lorenzo Bastianelli
2
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Crowdstrike: everyone loves a comeback story
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Lemonade’s Q4 Surge: Hits Record-Low Loss Ratio, Revs Up for a Car Insurance Boom
$LMND Q4 2024 ER Update
Mar 19
•
Lorenzo Bastianelli
5
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Lemonade’s Q4 Surge: Hits Record-Low Loss Ratio, Revs Up for a Car Insurance Boom
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6
Oddity Secret Sauce: Profit Over Growth—Genius or Red Flag?
$ODD Q4 2024 ER update
Mar 6
•
Lorenzo Bastianelli
2
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Oddity Secret Sauce: Profit Over Growth—Genius or Red Flag?
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Hims: The Healthcare Rocket Ready to Burn the Shorts in 2025
$HIMS Q4 2024 ER update
Mar 1
•
Lorenzo Bastianelli
7
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Hims: The Healthcare Rocket Ready to Burn the Shorts in 2025
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4
February 2025
Hims and Hers’ Business Ontology
A critical factor in leveraging the quantum leap in AI technology
Feb 8
•
Lorenzo Bastianelli
11
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Hims and Hers’ Business Ontology
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