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Oddity: A Scam or a Multibagger?
$ODD Q2 2025 ER update
Sep 14
•
Lorenzo Bastianelli
6
5
Duolingo: Alex Karp Docet
$DUOL Q2 2025 ER Update
Sep 8
•
Lorenzo Bastianelli
4
3
Crowdstrike: Here We Go, Reacceleration
$CRWD Q2 2025 ER Update
Sep 7
•
Lorenzo Bastianelli
1
August 2025
Rocket Lab: Just Exit Your Position, If in Doubt
$RKLB Q2 2025 ER Update
Aug 31
•
Lorenzo Bastianelli
6
Nebius: Why I bought Before Earnings
$LMND Q2 2025 ER Update
Aug 25
•
Lorenzo Bastianelli
4
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
8
June 2025
Nebius: akin buying $NVDA with leverage
Is $NBIS the Apple of Datacenters?
Jun 29
•
Lorenzo Bastianelli
8
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
May 2025
Rocket Lab: Increasing the Asymmetry
$RKLB Q1 2025 ER update
May 25
•
Lorenzo Bastianelli
5
Mercado Libre = Amazon E-commerce + Paypal (Deep Dive Act II)
$MELI's unstoppable: Pioneering Latin America’s Digital Future Amid Macro Challenges and Stablecoins
May 18
•
Lorenzo Bastianelli
4
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