Latest
31
Dec
We just added ???? to the Portfolio
1 min read
30
Dec
TechBreakdowns 8 Rules For Finding Quality Tech Stocks
I’ve finalized 8 core rules to surface potential winners. Let’s break them down using a duel of SaaS titans: Snowflake and Datadog.
6 min read
22
Dec
The Engineering of Truth: A Breakdown of Reddit
Reddit has become the only place left on the internet where you can prove humanity exists. Let's break it down.
7 min read
14
Dec
Duolingo - An Investment Analysis
Today we’ll be discussing the moat Duolingo has along with a bull and bear case for investing.
8 min read
08
Dec
The “Unhinged” Owl That Keeps You Coming Back For More
Duolingo didn’t solve language learning; they solved quitting. By weaponizing guilt and an "unhinged" mascot, they built a $10B giant with zero marketing costs. But with AI translation rising, can the owl survive? We dive into their hidden testing monopoly and the pivot to an "OS for Learning."
10 min read
02
Dec
How Rocket Lab Beat Commoditization (And Your Business Can Too)
Rocket Lab could have stopped with its Electron rocket, but a strategic dead-end was forming. While Electron dominated the dedicated small launch market, SpaceX's Transporter (rideshare) program was aggressively commoditizing access to orbit, driving down prices for everyone.
6 min read