Fundamental Reviews

Nuclear Energy | Investment Thesis

Powering the AI revolution.

Oct 9, 2025 • The Few Bets That Matter

Palo Alto | Investment Thesis

The networking cybersecurity leader.

Sep 30, 2025 • The Few Bets That Matter

Astera Labs | Investment Thesis

Optimizing AI Data Flow.

Sep 8, 2025 • The Few Bets That Matter

Arista Network | Investment Thesis

The AI Datacenter King.

Sep 3, 2025 • The Few Bets That Matter

Nebius | Investment Thesis

The most optimized AI compute.

Aug 26, 2025 • The Few Bets That Matter

ASML & TSM | Investment Thesis

The microchips monopoles.

Aug 21, 2025 • The Few Bets That Matter

MercadoLibre | Investment Thesis

Latam's best asset.

Jul 18, 2025 • The Few Bets That Matter

Grab | Investment Thesis

The easterm omnipotent middle man.

Jun 26, 2025 • The Few Bets That Matter

Circle | Investment Thesis

The one who wants to revolutionize the financial system.

Jun 18, 2025 • The Few Bets That Matter

Duolingo | Investment Thesis

The one who will teach you everything.

Jun 11, 2025 • The Few Bets That Matter

Adobe | Investment Thesis

The creative one.

Apr 10, 2025 • The Few Bets That Matter

Buy & Hodl Portfolio | Buying Plan

How I Invest for the Next Decade.

Apr 8, 2025 • The Few Bets That Matter

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