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.
Portfolio Review - May 2025
May 31, 2025, 6:01 a.m.
Why I Sold Airbnb
May 18, 2025, 8:14 a.m.
Evolution: "not happy with our current growth"
May 3, 2025, 6 a.m.
Portfolio Review - April 2025
May 1, 2025, 6:01 a.m.
Nu Holdings: 2025 Financial Model and Valuation Update
April 10, 2025, 6:02 a.m.
Portfolio Review - March 2025
April 1, 2025, 6:02 a.m.
Adyen: 2025 Financial Model and Valuation Update
March 28, 2025, 7 a.m.
MercadoLibre: 2025 Financial Model and Valuation Update
March 19, 2025, 7:02 a.m.
Evolution: 2025 Financial Model and Valuation Update
March 13, 2025, 7:01 a.m.
Sea: The $100 Billion Milestone
March 5, 2025, 7:02 a.m.
Portfolio Review - February 2025
March 1, 2025, 7:02 a.m.
NU: Hidden Pressures Under the Hood
Feb. 25, 2025, 7:01 a.m.
MercadoLibre: Accelerating at Scale
Feb. 21, 2025, 7:02 a.m.
Airbnb: The Next Chapter
Feb. 17, 2025, 7 a.m.
Adyen: Profit Margin Reaches Three-Year High
Feb. 14, 2025, 7:01 a.m.
Uber: Record User Engagement
Feb. 6, 2025, 7:01 a.m.
Portfolio Review - January 2025
Feb. 2, 2025, 7:01 a.m.
Evolution: Trading Margin for Certainty
Jan. 31, 2025, 7:01 a.m.
Market Movers - 25 January 2025
Jan. 25, 2025, 7:01 a.m.
Market Movers - 18 January 2025
Jan. 18, 2025, 7:01 a.m.
Market Movers - 11 January 2025
Jan. 11, 2025, 7:01 a.m.
2024 Annual Report
Jan. 8, 2025, 7:01 a.m.
Portfolio Review - December 2024
Jan. 2, 2025, 7:01 a.m.
Uber Quick Pitch
Dec. 26, 2024, 7 a.m.
Market Movers - 21 December 2024
Dec. 21, 2024, 10:02 a.m.