Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Lemonade: The Spotify of Insurance?
June 5, 2025, 12:37 p.m.
Abcellera: The Palantir of Biotech in the Making.
June 2, 2025, 6:07 p.m.
Hims vs LifeMD: An In Depth Review.
May 31, 2025, 11:57 a.m.
PBMs Like Cigna are Hims's Life Force
May 22, 2025, 1:54 p.m.
Roblox: Meta's Only Real Competitor.
May 21, 2025, 5:06 p.m.
ASTS Nears Liftoff: Gateway Bookings Signal Rapid Progress.
May 19, 2025, 1:57 p.m.
How Hims Becomes the Most Valuable Subscription on the Planet.
May 13, 2025, 1:08 p.m.
Palantir's Next Inflection Point.
May 7, 2025, 2:44 p.m.
Hims Has More Than 100X Potential.
May 6, 2025, 9:49 p.m.
Palantir and Hims Earnings Preview.
May 5, 2025, 3:08 p.m.
Duolingo is My Next Big Bet.
May 2, 2025, 5:55 p.m.
Meta: The Asymmetry Factory Continues.
May 1, 2025, 5:24 p.m.
Spotify’s Cash Flow Continues to Soar.
April 30, 2025, 3:25 p.m.
Is Tesla Done?
April 24, 2025, 7:31 p.m.
Reviewing the Coscto Algorithm.
April 23, 2025, 2:59 p.m.
Hims is Like Netflix 15 Years Ago.
April 21, 2025, 6:20 p.m.
Surviving the Tariff Wars
April 12, 2025, 1:58 p.m.
HelloFresh: The Turnaround Continues.
April 9, 2025, 4 p.m.
RocketLab's Latest Move.
April 3, 2025, 2:21 p.m.
My Two New Big Bets: Hims and Duolingo.
April 1, 2025, 2:49 p.m.
Answering ALL Your Questions About Hims.
March 27, 2025, 3:26 p.m.
AST Spacemobile Has No Competition.
March 25, 2025, 2:30 p.m.
Singularity Scalers: Creating Generational Wealth in the Age of AI.
March 20, 2025, 3:40 p.m.
Duolingo: Netflix/Spotify 10 Years Ago.
March 18, 2025, 6:24 p.m.
Compounding Thousands Into Millions: The Art of Identifying Winners Early.
March 12, 2025, 2:10 p.m.