Deep Dives

Axon Enterprise (Deep Dive)

A 30-year mission to protect life, and how it plans to continue

Nov 12 •

Shift4 (Deep Dive)

About 3 weeks ago, I asked followers on X what they would like to see a deep dive on, the overwhelming response was Shift4 (FOUR).

Oct 24 •

Rubrik (Deep Dive)

$1.2B Run-Rate, 51% Growth: Rubrik’s Play for the $50B Data Resilience Market

Sep 22 •

Inter & Co (Deep Dive)

LatAm FinTech Super App Trading at 15x PE Growing 40% YoY

Sep 12 •

Galaxy Digital (Deep Dive)

The pieces are in place for what I believe could be one of the most compelling opportunities in today’s market

Aug 19 •

Chagee (Deep Dive)

Trading at just 11x PE with 97.5% LTM Revenue Growth & 20%+ Net Profit Margins

Jul 28 •

dLocal (Deep Dive)

Compelling Buy Opportunity with Significant Risk-Reward Skew

Jul 14 •

Sea Limited (Deep Dive)

My Investment Thesis as of June 2025

Jun 21 •

Taiwan Semiconductor (Deep Dive)

The Foundry that runs the World

Jun 9 •

Coupang (Deep Dive)

The Art of Obsession

May 30 •

GRAB Comprehensive Theses (Deep Dive)

COMPREHENSIVE BULL THESES, BEAR THESES DEBUNKED AND THE REAL RISKS

Dec 7, 2024 •

Robinhood: Beyond Trades (Deep Dive)

From Brokerage to FinTech Titan

Nov 14, 2024 •

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