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I am taking the next steps forward!

Launch of Global Equity Briefing Premium Service.

Aug 20 •

10 Serial Acquirers to invest in!

Investing Basics. #5

Aug 18 •

Is AppLovin the next $1T AI Winner?

AppLovin Investment Case!

Aug 13 •

Is Palantir a Buy? A look into Q2 2025.

Massive FCF Growth, and a Monster Revenue Guidance.

Aug 5 •

Google Q2 Earnings Update!

Growth accelerates, and Search is alive and kicking!

Jul 24 •

10 Biggest Mistakes Investors Make

Investing Basics. #4

Jul 8 •

Is Evolution a buy?

Evolution Investment Case!

Jun 29 •

10 Monopolies to invest in!

Investing Basics. #3

Jun 25 •

Historical multiples don’t matter!

Investing Basics. #2

Jun 17 •

Could This Insurance Disruptor 5X?

Oscar Health Investment Case!

Jun 12 •

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

Investing Basics. #1

Jun 10 •

Emerging Markets Fintech, growing payment volume by 45% per year!

DLocal Investment Case!

May 21 •

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