AppLovin has built a "data flywheel moat", a self-reinforcing ecosystem where each component strengthens the others
This Company Will Win. Full Investment Thesis.
If Amazon and Stripe had a baby.
June 2025 update: Income Portfolio + Compounding Portfolio
The more data centers scale, the more essential ANET becomes.
The Emerging Compounder Connecting the Unconnected
The Operating System Powering Global Trade
Lenders will ultimately choose what reduces their risk and costs, regardless of regulatory preferences
Understanding Banking Moats
Impossible to enter, and just got an additional tailwind to ride
Disciplined capital allocation and strong free cash flow conversion
The Morgan Stanley of Millennials
