Jun
05
Nvidia is up 45% since I closed my position... this is how I feel
2 min read
Stock & Industry Picks
A collection of publications about my what stocks and industry we are looking at and why.
Apr
25
Investing in AI through Nvidia: Separating Hype from Reality
10 min read
Dec
29
Meet Adobe: a good old boring software company and investment
7 min read
Aug
25
Dlocal is a pick for the digitalization of the emerging world, but what price should we pay for it?
6 min read
Jul
20
Deep into the widest-moat player in e-commerce: is Shopify a buy?
8 min read