Sitemap - 2025 - Lorenzo2cents
Interview with Rocket Lab CFO Adam Spice at Goldman Sachs Industrials & Materials Conference 2025
Rocket Lab: FOMO kicks in hard
L2C Lesson #1: Mastering Company Valuation for Tech Multibaggers (4D Valutation Model)
$LMND: What when cars will be autonomous?
Deep Dives and Updates By Company
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Oddity Declares War on Hims & Hers
HIMS: Can we trust Andrew Dudum?
DUOLINGO: The Two Game Changers
Lemonade: A Hard Stop For Short Sellers
$IREN vs $NBIS: Location, Location, Location
The Real Reason Why $LMND Is Better Than $ROOT, long term
HIMS: The Hidden Edge Everyone’s Missing
Oddity: A Scam or a Multibagger?
Crowdstrike: Here We Go, Reacceleration
Rocket Lab: Just Exit Your Position, If in Doubt
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
Rocket Lab: Increasing the Asymmetry
Mercado Libre = Amazon E-commerce + Paypal (Deep Dive Act II)
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