Briefings

State of the Robotaxi Wars!

Briefing on the race towards vehicle autonomy!

Oct 29 •

Is The Trade Desk’s Growth Engine Starting to Stall?

A guest article from Sergey at Compounding Your Wealth.

Oct 14 •

and

10 Fallen Angels to invest in!

Investing Basics. #6

Sep 29 •

10 Serial Acquirers to invest in!

Investing Basics. #5

Aug 18 •

10 Biggest Mistakes Investors Make

Investing Basics. #4

Jul 8 •

10 Monopolies to invest in!

Investing Basics. #3

Jun 25 •

Historical multiples don’t matter!

Investing Basics. #2

Jun 17 •

Net Income Does Matter. Don’t just look at FCF.

Investing Basics. #1

Jun 10 •

Stock Battle: Airbnb vs Booking.com

Disruptor vs Goliath!

Mar 2

Stock Battle: Visa vs Mastercard!

Understanding the payments Duopoly!

Dec 15, 2024 •

Briefing: The Collapse of Nokia

Main causes and learnings for today's tech giants!

Dec 3, 2024 •

Stock Battle: Eli Lilly vs Novo Nordisk!

The explosion of GLP1s!

Nov 17, 2024 •

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