Investment Thesis

Palo Alto | Investment Thesis

The networking cybersecurity leader.

Sep 30 •

WealthyReadings

Astera Labs | Investment Thesis

Optimizing AI Data Flow.

Sep 8 •

WealthyReadings

Arista Network | Investment Thesis

The AI Datacenter King.

Sep 3 •

WealthyReadings

Nebius | Investment Thesis

The most optimized AI compute.

Aug 26 •

WealthyReadings

ASML & TSM | Investment Thesis

The microchips monopoles.

Aug 21 •

WealthyReadings

MercadoLibre | Investment Thesis

Latam's best asset.

Jul 18 •

WealthyReadings

Grab | Investment Thesis

The easterm omnipotent middle man.

Jun 26 •

WealthyReadings

Circle | Investment Thesis

The one who wants to revolutionize the financial system.

Jun 18 •

WealthyReadings

Duolingo | Investment Thesis

The one who will teach you everything.

Jun 11 •

WealthyReadings

Adobe | Investment Thesis

The creative one.

Apr 10 •

WealthyReadings

Buy & Hodl Portfolio | Buying Plan

How I Invest for the Next Decade.

Apr 8 •

WealthyReadings

Macro & Investment Narratives

Review of the Actual Macro Conditions.

Apr 2 •

WealthyReadings

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