Consumption-based business models

• 12/29/2024

  Digital Assets Revolution: Unlocking New Opportunities

• 12/10/2024

  Walmart vs. Costco: Which Retail Giant Reigns Supreme?

• 11/15/2024

  “Revolutionize Your Business: Unlocking the Power of Digital Transformation”

• 10/25/2024

  “Unlocking Stable Income: The Power of Defensive and Durable Value Investing”

• 10/23/2024

  FTC’s “Click-To-Cancel” Ruling: A Threat to Gym Membership Models?

• 10/8/2024

  **Q3 2024 Investor Letter**

• 10/7/2024

  **EV Stocks in Free Fall**

• 9/30/2024

  **Confluent Downgraded: Why I’ve Turned Bearish**