Archive - Lorenzo2cents

Invest in AI, Avoid the Bubble (Series)

Lorenzo2cents’ 2026 portfolio strategy

Jan 18 • Lorenzo Bastianelli

L2C Lesson #3: Gain a Competitive Edge Against the Market with L2C Business Ontology

Master the L2C Business Ontology to extract vital company data, revealing hidden opportunities and securing your market advantage

Jan 13 • Lorenzo Bastianelli

L2C Lesson #2: Mastering Portfolio Building for Tech Multibaggers

Allocation Optimizer

Jan 12 • Lorenzo Bastianelli

Lorenzo2cents 2025 Portfolio Performance

Mission Accomplished

Jan 11 • Lorenzo Bastianelli

Competition Intensifies, But MELI Does Not Give a F**k

$MELI Q3 2025 ER Update

Jan 5 • Lorenzo Bastianelli

Nebius: The Winner in the Era of LLM Commoditization

$NBIS Q3 2025 Earnings Update

Jan 3 • Lorenzo Bastianelli

December 2025

Interview with Rocket Lab CFO Adam Spice at Goldman Sachs Industrials & Materials Conference 2025

Rough Notes from Lorenzo

Dec 29, 2025 • Lorenzo Bastianelli

Rocket Lab: FOMO kicks in hard

$RKLB Q3 2025 ER Update

Dec 28, 2025 • Lorenzo Bastianelli

L2C Lesson #1: Mastering Company Valuation for Tech Multibaggers (4D Valutation Model)

Tool and $LMND Case Study

Dec 26, 2025 • Lorenzo Bastianelli

$LMND: What when cars will be autonomous?

Answering a silly question

Dec 24, 2025 • Lorenzo Bastianelli

Join the Lorenzo2cents (L2C) Premium chat

A private space for us to converse and connect

Dec 22, 2025 • Lorenzo Bastianelli

Access to the Lorenzo2cents Real-Time Portfolio

Dec 21, 2025 • Lorenzo Bastianelli

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