Nebius: Why I bought Before Earnings

Mercado Libre: Cementing LatAm Supremacy

Lemonade: Why Short Sellers Are Wrong Twice – And About to Get Squeezed

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