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($DUOL) The Duolingo Paradox: Mastery, Motivation, and $1.1 Billion in Dry Powder
50 million users, 8.5% paid penetration, and a 20% IRR potential. Is Duo the "Spotify of Learning" or an AI bubble waiting to pop?
Jan 12
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GitLab ($GTLB): The Swiss Army Knife Solving the AI Paradox
Why a 119% retention rate, zero debt, and a Single Application moat make this the most critical digital-infrastructure bet of 2026.
Jan 7
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S&P Global: The Great Financial Toll Booth
How a 160-year-old railroad manual evolved into a high-margin data monopoly, and why its 2026 AI pivot makes it indispensable.
Jan 6
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The Cash Flow Machine: Uber’s Trillion-Dollar Trajectory
An in-depth look at the operational discipline and cultural pivot that saved Silicon Valley’s most controversial unicorn.
Jan 5
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The 10,000 Transplant North Star: An In-Depth Investment Thesis for TransMedics
Analyzing the $TMDX Hockey Stick revenue growth, the NOP rollout, and the shift to positive cash flow.
Jan 1
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Doubling the S&P: The 32.88% CAGR Blueprint
Behind the 114% outperformance since inception—analyzing my Nintendo play, a Google sized mistake, and my top 10 conviction stocks for 2026.
Jan 1
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The Axon Evolution: From Garage Startup to the AI Frontier of Public Safety
A deep-dive into Rick Smith’s mission, the rise of the TASER 10, and the revenue engine that is defining the future of law enforcement.
Dec 31, 2025
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The Rockstar Paradox: Why Take-Two is More Than Just a GTA VI Bet
Is Take-Two a buy before GTA VI? We analyze the "Zynga Floor," Zelnick’s management style, and the Bull/Bear cases for the biggest launch in gaming…
Dec 29, 2025
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