The Few Bets That Matter
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Palo Alto Detailed Q3-25 Review
The future AI cybersecurity giants continue to execute.
Nov 26
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The Few Bets That Matter
2
1
Alibaba Detailed Q3-25 Review
Another quarter, more confirmations
Nov 25
•
The Few Bets That Matter
9
1
2
Nvidia Detailed Q3-25 Review
No accounting fraud. No AI bubble.
Nov 22
•
The Few Bets That Matter
3
2
1
On Running Q3-25 Detailed Review
Great results and massive optimism
Nov 12
•
The Few Bets That Matter
2
2
1
Nebius Q3-25 Detailed Review
When capacity is the bottleneck
Nov 11
•
The Few Bets That Matter
13
4
3
AsteraLabs Q3-25 Detailed Review
The thesis is not confirms but early signs are encouraging
Nov 7
•
The Few Bets That Matter
2
2
Duolingo Q3-25 Detailed Review
This one hurts
Nov 6
•
The Few Bets That Matter
7
6
2
Arista Network Q3-25 Detailed Review
Still expensive
Nov 5
•
The Few Bets That Matter
2
1
1
Uber Q3-25 Detailed Earning Review
Consumers are weak, but not Uber's consumers
Nov 4
•
The Few Bets That Matter
5
1
1
Palantir Q3-25 Detailed Review
When success bothers
Nov 4
•
The Few Bets That Matter
2
1
1
MercadoLibre Q3-25 Detailed Earning Review
The market disrespected this stock.
Nov 1
•
The Few Bets That Matter
8
3
3
Google Q3-25 Detailed Earning Review
The double standard
Oct 31
•
The Few Bets That Matter
6
2
1
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