Investment Cases

TSMC Investment Case!

Supreme Foundry Market Share, 5G, AI, Automotive, and China vs Taiwan!

Apr 30 •

Meta Investment Case!

3.35B DAUs, Growing ARPU, WhatsApp Monetization for just 21 P/E.

Apr 6 •

High Tide! Canada's "Costco of Cannabis"

The Investment Case of this unique small-cap opportunity!

Feb 20 •

Tesla Investment Case!

EVs, Energy Storage, FSD, Robotaxis, and Optimus.

Feb 2 •

Google Investment Case!

Search, Cloud, YouTube, and AI

Jan 19 •

Amazon Investment Case!

3P, Advertising, and Amazon Web Services

Jan 5 •

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