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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Portfolio update March - It's a Kangaroo!

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Deep Dives

28 Mar 2026

Deep dive: Applied Optoelectronics - Let there be light

Deep dive: Applied Optoelectronics - Let there be light

Timeless topics

21 Mar 2026

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

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

Latest posts

Business Battles

18 Dec 2025

Visa vs Mastercard

Visa vs Mastercard

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One-pagers

17 Dec 2025

AMD

AMD

How they make money

01 Dec 2025

How Rubrik makes money

How Rubrik makes money

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My portfolio

01 Dec 2025

Taking advantage of volatility - November 2025

Taking advantage of volatility - November 2025

How they make money

28 Nov 2025

How TSMC makes money

How TSMC makes money

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My portfolio

01 Nov 2025

Portfolio rebalancing - Oktober 2025

Portfolio rebalancing - Oktober 2025

Investing visuals

18 Oct 2025

This one stock...

This one stock...

Investing visuals

16 Oct 2025

Saving versus investing

Saving versus investing

Investing visuals

14 Oct 2025

Stock market hype cycle

Stock market hype cycle

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Deep Dives

28 Mar 2026

Deep dive: Applied Optoelectronics - Let there be light

Deep dive: Applied Optoelectronics - Let there be light

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Deep Dives

14 Feb 2026

Duolingo Deep Dive: Master of data driven experimentation

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

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

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One-pagers

30 Mar 2026

Tempus AI one-pager

Tempus AI one-pager

paid only

One-pagers

24 Mar 2026

Coherent one-pager

Coherent one-pager

members only

Investing visuals

15 Mar 2026

Broadcom

Broadcom

Stock Coverage

13 Mar 2026

Rubrik earnings recap Q4 2025

Rubrik earnings recap Q4 2025

Stock Coverage

27 Feb 2026

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

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

Stock Coverage

26 Feb 2026

Zeta earnings recap Q4 2025

Zeta earnings recap Q4 2025

members only

Tech write-ups

07 Mar 2026

The AI data center bottlenecks map

The AI data center bottlenecks map

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Tech write-ups

23 Feb 2026

My favorite software stocks to buy right now

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?

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

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My portfolio

01 Apr 2026

Portfolio update March - It's a Kangaroo!

Portfolio update March - It's a Kangaroo!

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My portfolio

02 Mar 2026

Major Portfolio update - February 2026

Major Portfolio update - February 2026

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My portfolio

02 Feb 2026

Shopping spree - January 2026

Shopping spree - January 2026

Investing visuals

19 Jan 2026

Don't focus on stock price

Don't focus on stock price

Investing visuals

16 Jan 2026

Focus on the long term

Focus on the long term

Investing visuals

11 Jan 2026

Why you should invest

Why you should invest

Timeless topics

05 Apr 2026

How I think about capital allocation

How I think about capital allocation

Timeless topics

21 Mar 2026

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

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

Introducing: Myself. The person behind Investing Visuals