Investing Visuals

Making sense of investing through visuals

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My portfolio

01 Apr 2026

Portfolio update March - It's a Kangaroo!

What a month this was. In this update, I share my thoughts on the market, review all my positions, what changes I've made, and what my plan is for the month ahead as I'm navigating the volatility.

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Deep Dives

28 Mar 2026

Deep dive: Applied Optoelectronics - Let there be light

Timeless topics

21 Mar 2026

Don't be your own worst enemy: The psychology of investing

Latest posts

Investing visuals

03 Apr 2026

AsterLabs vs Credo

How they make money

03 Apr 2026

How Microsoft makes money

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My portfolio

01 Apr 2026

Portfolio update March - It's a Kangaroo!

How they make money

01 Apr 2026

How AMD makes money

Investing visuals

31 Mar 2026

Google vs Meta

paid only

One-pagers

30 Mar 2026

Tempus AI one-pager

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Deep Dives

28 Mar 2026

Deep dive: Applied Optoelectronics - Let there be light

How they make money

28 Mar 2026

How Meta makes money

How they make money

26 Mar 2026

How Lumentum makes money

Premium and Supporter tiers

Deep Dives

28 Mar 2026

Deep dive: Applied Optoelectronics - Let there be light

Premium and Supporter tiers

Deep Dives

14 Feb 2026

Duolingo Deep Dive: Master of data driven experimentation

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Deep Dives

19 Jan 2026

Astera Labs Deep Dive - The 'neural network' of AI

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One-pagers

30 Mar 2026

Tempus AI one-pager

paid only

One-pagers

24 Mar 2026

Coherent one-pager

members only

Investing visuals

15 Mar 2026

Broadcom

Stock Coverage

13 Mar 2026

Rubrik earnings recap Q4 2025

Stock Coverage

27 Feb 2026

Duolingo: the stock the market hates (Q4 earnings recap)

Stock Coverage

26 Feb 2026

Zeta earnings recap Q4 2025

members only

Tech write-ups

07 Mar 2026

The AI data center bottlenecks map

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Tech write-ups

23 Feb 2026

My favorite software stocks to buy right now

Tech write-ups

07 Feb 2026

AI and the future of software: who wins and who’s at risk?

Premium and Supporter tiers

My portfolio

01 Apr 2026

Portfolio update March - It's a Kangaroo!

Premium and Supporter tiers

My portfolio

02 Mar 2026

Major Portfolio update - February 2026

Premium and Supporter tiers

My portfolio

02 Feb 2026

Shopping spree - January 2026

Investing visuals

19 Jan 2026

Don't focus on stock price

Investing visuals

16 Jan 2026

Focus on the long term

Investing visuals

11 Jan 2026

Why you should invest

Timeless topics

21 Mar 2026

Don't be your own worst enemy: The psychology of investing

paid only

Timeless topics

12 Mar 2026

Introducing: Myself. The person behind Investing Visuals

Timeless topics

25 Jan 2026

Investing Visuals

Portfolio update March - It's a Kangaroo!

Deep dive: Applied Optoelectronics - Let there be light

Don't be your own worst enemy: The psychology of investing

Latest posts

AsterLabs vs Credo

How Microsoft makes money

Portfolio update March - It's a Kangaroo!

How AMD makes money

Google vs Meta

Tempus AI one-pager

Deep dive: Applied Optoelectronics - Let there be light

How Meta makes money

How Lumentum makes money

Deep dive: Applied Optoelectronics - Let there be light

Duolingo Deep Dive: Master of data driven experimentation

Astera Labs Deep Dive - The 'neural network' of AI

Tempus AI one-pager

Coherent one-pager

Broadcom

Rubrik earnings recap Q4 2025

Duolingo: the stock the market hates (Q4 earnings recap)

Zeta earnings recap Q4 2025

The AI data center bottlenecks map

My favorite software stocks to buy right now

AI and the future of software: who wins and who’s at risk?

Portfolio update March - It's a Kangaroo!

Major Portfolio update - February 2026

Shopping spree - January 2026

Don't focus on stock price

Focus on the long term

Why you should invest

Don't be your own worst enemy: The psychology of investing

Introducing: Myself. The person behind Investing Visuals

How many stocks are enough?