Nebius: akin buying $NVDA with leverage

Crowdstrike: on the cusp of the fifth industrial revolution

Mid-Year Portfolio Update

Rocket Lab: Increasing the Asymmetry

Mercado Libre = Amazon E-commerce + Paypal (Deep Dive Act II)

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