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My Thoughts: On Momentum, Meta, and More
Hitting the Top New Bestseller List, Bill Ackman, Meta, Stone and Uber...
 • Manu Invests
2025 Portfolio Review: Top Convictions, Top Picks for 2026 - Part 2
Top picks for 2026, Top Convictions and Company updates.
 • Manu Invests
2025 Portfolio Review: Returns, Positions, and Strategy for the Year Ahead - Part 1
A look at last year's performance, my current high-conviction holdings, and ideas for 2026.
 • Manu Invests
On Uber: The SpotHero Acquisiton
Why Uber is buying SpotHero: A deep dive into the $148M EBITDA synergy model, the 80% margin ad strategy, and the accretive impact. Download the model.
 • Manu Invests
My Thoughts: On 'Uber: AV' response and this past week.
Check out My Thoughts on a wild week. I loop back on the Uber AV debate, dive into the GDP and BNPL data, and share some exciting news.
 • Manu Invests
On Uber: AVs, Take Rates, and Fragmentation
One of the primary arguments against Uber as an investment can be summarized in two words: AV disruption.
 • Manu Invests
My Thoughts: On the 'Broken Yardstick' and this past week.
My reflection on recent posts and commentary on the past week.
 • Manu Invests
Fundamentally Sound
Fundamentally Sound
Simplifying investing by breaking down and sharing clear, approachable insights for long-term success.
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