Jul 1, 2025
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6 min read
When Revenue Inflection Meets Profitability
Jun 30, 2025
4 min read
A 55% ROIC SaaS Company Trading at 14x FCF
Jun 25, 2025
11 min read
Can It Keep Winning?
Jun 20, 2025
5 min read
The AI Phoenix Rises
Jun 19, 2025
Will Stablecoins Kill Mastercard and Visa? Why the Payment Giants May Thrive, Not Die
14 min read
How AI Supercharged Wix While the Market Doubted
Jun 18, 2025
9 min read
AppLovin has built a "data flywheel moat", a self-reinforcing ecosystem where each component strengthens the others
Jun 17, 2025
12 min read
This Company Will Win. Full Investment Thesis.
Jun 13, 2025
18 min read
If Amazon and Stripe had a baby.
Jun 10, 2025
June 2025 update: Income Portfolio + Compounding Portfolio
Jun 9, 2025
7 min read
The more data centers scale, the more essential ANET becomes.
Jun 8, 2025
13 min read
The Emerging Compounder Connecting the Unconnected
