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Update: Mastercard
Why I just doubled down on the payment giant.
May 15
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Joseph Blumenfeld
19
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The Case for Uber
Uber: Not A Taxi Service, An Infrastructure.
May 7
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Joseph Blumenfeld
20
10
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The Case for Investing
Why putting your money to work is essential.
Apr 26
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Joseph Blumenfeld
17
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The Case Against Tesla.
The Musk Premium Won't Last Forever.
Apr 23
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Joseph Blumenfeld
12
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The Case for Amazon
The two trillion dollar startup.
Apr 14
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Joseph Blumenfeld
23
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The Case for FuelCell Energy: An Asymmetric Bet on AI Infrastructure
AI power bottlenecks are creating a new industry, FuelCell Energy could massively benefit.
Apr 6
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Joseph Blumenfeld
34
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The Case for Lululemon
Cheap luxury brand or value trap?
Mar 29
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Joseph Blumenfeld
16
3
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Chess, AI and Investing.
How chess can teach us about the future of investing through AI.
Mar 23
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Joseph Blumenfeld
12
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The Year of IPOs.
Are IPOs an opportunity or a value trap?
Mar 15
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Joseph Blumenfeld
13
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My Investing Philosophy
What I look for in a company, when to buy, hold and sell.
Mar 9
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Joseph Blumenfeld
18
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