Lorenzo2cents

Lorenzo2cents

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Archive
The Real Reason Why $LMND Is Better Than $ROOT, long term
It’s (Not) All About Data
Oct 7 • 
Lorenzo Bastianelli
4

September 2025

HIMS: The Hidden Edge Everyone’s Missing
$HIMS Q2 2025 ER update
Sep 22 • 
Lorenzo Bastianelli
6
Oddity: A Scam or a Multibagger?
$ODD Q2 2025 ER update
Sep 14 • 
Lorenzo Bastianelli
9
5
Duolingo: Alex Karp Docet
$DUOL Q2 2025 ER Update
Sep 8 • 
Lorenzo Bastianelli
7
5
Crowdstrike: Here We Go, Reacceleration
$CRWD Q2 2025 ER Update
Sep 7 • 
Lorenzo Bastianelli
3

August 2025

Rocket Lab: Just Exit Your Position, If in Doubt
$RKLB Q2 2025 ER Update
Aug 31 • 
Lorenzo Bastianelli
7
Nebius: Why I bought Before Earnings
$LMND Q2 2025 ER Update
Aug 25 • 
Lorenzo Bastianelli
5
Mercado Libre: Cementing LatAm Supremacy
$MELI Q2 2025 ER Update
Aug 23 • 
Lorenzo Bastianelli
7
2
Lemonade: Why Short Sellers Are Wrong Twice – And About to Get Squeezed
$LMND Q2 2025 ER Update
Aug 19 • 
Lorenzo Bastianelli
9

June 2025

Nebius: akin buying $NVDA with leverage
Is $NBIS the Apple of Datacenters?
Jun 29 • 
Lorenzo Bastianelli
9
Crowdstrike: on the cusp of the fifth industrial revolution
$CRWD Q1 2025 ER update
Jun 8 • 
Lorenzo Bastianelli
5
Mid-Year Portfolio Update
So far, So good (very good!).
Jun 1 • 
Lorenzo Bastianelli
7
© 2025 Lorenzo Bastianelli
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