HIMS: The Gatekeeper

Lemonade: Car Accelerates

Duolingo: Duo is dead, long live Duo!

Oddity: investors woke up, it will be huge

Mercado Libre = Amazon E-Commerce + Paypal (Deep Dive Act I)

Why You Need a Business Ontology to Survive a Market Crash

Rocket Lab: Neutron is my thesis’ single point of failure

Crowdstrike: everyone loves a comeback story

Lemonade’s Q4 Surge: Hits Record-Low Loss Ratio, Revs Up for a Car Insurance Boom

Oddity Secret Sauce: Profit Over Growth—Genius or Red Flag?

Hims: The Healthcare Rocket Ready to Burn the Shorts in 2025

Hims and Hers’ Business Ontology