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Weekly Recap | August - W3
Watchlist & Buying Prices Update, Keyu Jin Interview, Inflation & Consumer Data, Duolingo Drawdown Explained, Transmedics Conference, The GPU Taxe…
Aug 17
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Weekly Recap | August - W3
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August & September Investing Plan
What I Want to Buy, Why, How & When.
Aug 15
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WealthyReadings
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August & September Investing Plan
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On Running Q2-25 | Earning & Call
On clouds.
Aug 12
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WealthyReadings
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On Running Q2-25 | Earning & Call
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Weekly Recap | August - W2
Watchlist & Buying Prices Update, Quiet Macro, (Over)Performance & Portfolios Review, Transmedics Trials Approval, Novo's Lawsuits, Earning Review …
Aug 10
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Weekly Recap | August - W2
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Nebius Q2-25 | Earning & Call
Hypergrowth, peak utilisation & expansion.
Aug 8
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WealthyReadings
5
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Nebius Q2-25 | Earning & Call
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Duolingo Q2-25 | Earning & Call
Thank you Mr Market.
Aug 7
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WealthyReadings
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Duolingo Q2-25 | Earning & Call
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Palantir Q2-25 | Earning & Call
Excellently boring.
Aug 6
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WealthyReadings
1
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Palantir Q2-25 | Earning & Call
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MercadoLibre Q2-25 | Earning & Call
Currency mix is a b*tch.
Aug 5
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MercadoLibre Q2-25 | Earning & Call
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Hims & Hers Q2-25 | Earning & Call
Narrative is the only thing which matters in the markets.
Aug 5
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Hims & Hers Q2-25 | Earning & Call
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Portfolio Modifications - 08/04/2025
Novo, Grab, Hims & Palantir.
Aug 4
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WealthyReadings
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Portfolio Modifications - 08/04/2025
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Weekly Recap | August - W1
Weekly Watchlist Update, GDP is Useless, Tariffs, FOMC & Unemployement, The Importance of Having a Plan, Novo Freefall, Hims GLP-1, Tesla's Robotaxi…
Aug 3
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WealthyReadings
4
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Weekly Recap | August - W1
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Grab Q2-25 | Earning & Call
Following Uber's playbook.
Aug 2
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Grab Q2-25 | Earning & Call
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