Duolingo Deep Dive: Master of data driven experimentation
Rubrik Deep Dive: A mission-critical cybersecurity company
Astera Labs Deep Dive - The neural network of AI
How they make money
How AMD makes money
How they make money
How Sofi makes money
Stock Coverage
Duolingo Q3 2025 earnings review
Stock Coverage
ServiceNow earnings recap
Stock Coverage
My top picks for 2026
Investing visuals
Nebius: more than meets the eye
Tech write-ups
AI and the future of software: who wins and who’s at risk?
Tech write-ups
2026: The comeback of software stocks?
Tech write-ups
AI: it's about survival
Tech write-ups
AI: hype or revolution?
Shopping spree - January 2026
My investment framework: how I select winners
A new position - December 2025
Taking advantage of volatility - November 2025
Portfolio rebalancing - Oktober 2025
Timeless topics
How many stocks are enough?
Timeless topics
The nuances of measuring portfolio returns
