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Hims and Hers’ Business Ontology
A critical factor in leveraging the quantum leap in AI technology
6 hrs ago
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Lorenzo Bastianelli
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Hims and Hers’ Business Ontology
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January 2025
Portfolio 2025
10 High-Potential Multi-Bagger Positions to Kick Off 2025
Jan 12
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Lorenzo Bastianelli
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Portfolio 2025
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Duolingo: the owl’s superpowers
$DUOL is poised for Exponential Free Cash Flow Growth
Jan 11
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Lorenzo Bastianelli
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Duolingo: the owl’s superpowers
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My 2024 investments performance
I outperformed the NASDAQ by an impressive 68.66%
Jan 3
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Lorenzo Bastianelli
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My 2024 investments performance
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December 2024
Lemonade: The Plan to 10x the Company
$LMND Investor Day – November 2024
Dec 19, 2024
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Lorenzo Bastianelli
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Lemonade: The Plan to 10x the Company
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Crowdstrike: Is this the end?
Q3 2024 update
Dec 9, 2024
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Lorenzo Bastianelli
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Crowdstrike: Is this the end?
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Rocket Lab: One Step Closer to Unlocking “The Keys to Space”
$RKLB Q3 2024 ER Update
Dec 1, 2024
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Lorenzo Bastianelli
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Rocket Lab: One Step Closer to Unlocking “The Keys to Space”
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November 2024
Oddity: the market is waking up?
$ODD Q3 2024 ER Update
Nov 10, 2024
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Lorenzo Bastianelli
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Oddity: the market is waking up?
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Lemonade: all key metrics are trending positively
$LMND Q3 2024 ER Update
Nov 2, 2024
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Lorenzo Bastianelli
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Lemonade: all key metrics are trending positively
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October 2024
CrowdStrike ($CRWD): the Archimedean Lever in Cyber Defense
In search of the one standout company that will outperform industry growth
Oct 16, 2024
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Lorenzo Bastianelli
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CrowdStrike ($CRWD): the Archimedean Lever in Cyber Defense
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September 2024
Lemonade: a path to growth with near-zero marginal cost?
How $LMND plans to disrupt the Insurance Industry
Sep 24, 2024
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Lorenzo Bastianelli
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Lemonade: a path to growth with near-zero marginal cost?
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RocketLab's Ascent: An IT Analogy for the Space Economy
An obvious call option for exposure to the space economy
Sep 17, 2024
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Lorenzo Bastianelli
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RocketLab's Ascent: An IT Analogy for the Space Economy
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