Sitemap - 2024 - The Few Bets That Matter
Transmedics Investor & Analyst Day
Investment Plan | December 2024
Lululemon | Q3-24 Review & Call
On Running | Q3-24 Earning & Call
Celsius | Q3-24 Earning & Call
Hims & Hers Q3-24 | Earning & Call
Palantir | Q3-24 Earning & Call
Transmedics | Q3-24 Earning & Call
Enphase | Q3-24 Earning & Call
Robinhood | The Legend Awakens
Netflix | Q3-24 Earning & Call
Transmedics | Investment Thesis
Meta Connect & Mark's Interview
Airbnb & Olo | Press Conference
Lululemon | Q2-24 Earning & Call
Alarum Tech. | Q2-24 Earning & Call
Hims & Hers | Investment Thesis
Palo Alto | Q2-24 Earning & Call
On Running | Q2-24 Earning & Call
Celsius Holdings | Q2-24 Earning
Hims&Hers | Q2-24 Review & New Position
Palantir | Q2-24 Earning & Call
Weekly Recap | Market's Crashing.
Enphase | Q2-24 Earning & Call
Netflix | Q2-24 Earning & Call
On Running - Investment Thesis
Lululemon | Q1-24 Earning & Call
Alibaba Group - Investment Thesis
Meta | Q1-24 Earning & Call review
Celsius | Q1-24 Earning & Call
Alibaba | Q1-24 Earning & Call
On Running | Q1-24 Earning & Call
Palantir | Q1-24 Earning & Call