Tesla Research Report
Trigger Warning: Not for the easily offended.
Microsoft Research Report
A deep love into Microsoft’s 3 business segment, growth and valuation.
Adobe Deep Dive
This company has brought much joy for fans of memes and its shareholders.
Mastercard Research Report
The classic compounder.
Alphabet Research Report
Alphabet is the parent company of Google and they make money primarily through three ways: (1) Advertising revenue accounts for the lion share of their revenue. This comes from the…
Basic Fit Research Report
The leading low-cost gym operator in Europe.
Netflix: The Streaming Giant
How did Netflix defeat Blockbuster, grow to over 200M subscribers, and will they survive increasing competition?
Amazon: The Ultimate Spawner
Amazon’s Research Report (Paywalled)
Monday.com Deep-Dive: Work OS
Roy Mann, CEO of Monday.com (“Monday”) believes that the next phase of software will be focused on giving users the power to create software that fits their needs.
Alibaba Deep-Dive Part II
Deep dive into Ant Financial, regulations and valuation of Alibaba.
Alibaba Deep Dive
Deep dive into Alibaba’s e-commerce and cloud business.
Crowdstrike Deep Dive
Crowdstrike has been an absolute beast of a company, and they execute well on all metrics: revenue growth, improving operating margins, free cash flow, a fast time-to-value, low churn rate…