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HIMS: The 2 Things Most Investors Completely Missed on the Earnings Call
$HIMS Q2 2026 ER Update
7 hrs ago
•
Lorenzo Bastianelli
4
Lemonade: the most profitable insurer
$LMND Q2 2026 Earnings Update
Aug 1
•
Lorenzo Bastianelli
9
1
1
July 2026
Why Betting on Open Models versus Closed Models is Smarter
AI Market Update
Jul 26
•
Lorenzo Bastianelli
1
What Iridium Acquisition Means For Rocket Lab
Buying what cannot be easily built
Jul 18
•
Lorenzo Bastianelli
5
2
Lorenzo2cents H1 2026 Portfolio Performance
On Track to Deliver
Jul 4
•
Lorenzo Bastianelli
3
June 2026
MercadoLibre: The Market Is Missing the Jevons Paradox
$MELI Q1 2026 ER Update
Jun 20
•
Lorenzo Bastianelli
2
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
May 2026
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
9
4
Lemonade: the Vertical Ontology of Insurance
$LMND Q1 2026 Earnings Update
May 2
•
Lorenzo Bastianelli
9
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