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

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My portfolio

26 Jan 2026

My investment framework: how I select winners

Timeless topics

25 Jan 2026

How many stocks are enough?

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One-pagers

24 Jan 2026

Dlocal

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One-pagers

24 Jan 2026

TheTradeDesk

How they make money

20 Jan 2026

How Warner Bros makes money

How they make money

20 Jan 2026

How Netflix makes money

My portfolio

20 Jan 2026

My investment journey

Investing visuals

19 Jan 2026

Don't focus on stock price

Timeless topics

19 Jan 2026

The nuances of measuring portfolio returns

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Deep Dives

28 Mar 2026

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

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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

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One-pagers

24 Mar 2026

Coherent one-pager

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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

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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?

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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

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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

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Timeless topics

12 Mar 2026

Introducing: Myself. The person behind Investing Visuals

Timeless topics

25 Jan 2026