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Nuclear Energy | Investment Thesis
Powering the AI revolution.
Oct 9
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The Few Bets That Matter
12
3
3
Palo Alto | Investment Thesis
The networking cybersecurity leader.
Sep 30
•
The Few Bets That Matter
9
1
Astera Labs | Investment Thesis
Optimizing AI Data Flow.
Sep 8
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The Few Bets That Matter
9
2
3
Arista Network | Investment Thesis
The AI Datacenter King.
Sep 3
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The Few Bets That Matter
8
2
4
Nebius | Investment Thesis
The most optimized AI compute.
Aug 26
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The Few Bets That Matter
12
2
12
ASML & TSM | Investment Thesis
The microchips monopoles.
Aug 21
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The Few Bets That Matter
11
2
MercadoLibre | Investment Thesis
Latam's best asset.
Jul 18
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The Few Bets That Matter
6
2
2
Grab | Investment Thesis
The easterm omnipotent middle man.
Jun 26
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The Few Bets That Matter
8
2
4
Circle | Investment Thesis
The one who wants to revolutionize the financial system.
Jun 18
•
The Few Bets That Matter
4
10
2
Duolingo | Investment Thesis
The one who will teach you everything.
Jun 11
•
The Few Bets That Matter
19
10
Adobe | Investment Thesis
The creative one.
Apr 10
•
The Few Bets That Matter
5
2
3
Buy & Hodl Portfolio | Buying Plan
How I Invest for the Next Decade.
Apr 8
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The Few Bets That Matter
10
2
3
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