Inevitability Research

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The Business of Online Travel
A look a the internet travel industry through the lens of three companies: Airbnb, Booking.com and Expedia
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Sophie
3
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Lessons from Reece Duca
Takeaways from an interview with an investing legend
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Sophie
2
Thoughts On Process
Some thoughts about my process for managing current investments and researching new ideas
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Sophie
2
Compounding Heritage
A look at the luxury market through three storied brands: LVMH, Hermès & Ferrari
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Sophie
14
The Electrified Road Ahead
A look at the supply chain for electric vehicles & the inevitable future investment and government support for the industry
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Sophie
6
The Future of Networking & Telecom
Exploring themes and trends from the industries that revolve around the transfer of data and highlighting relevant companies within them.
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Sophie
2
Demystifying Nvidia's Revenue Increase
Taking a look at the filings from last quarter to hopefully clear up some confusion about their accounting practices
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Sophie
5
Q2 '23 Earnings Review
Highlighting some ideas from my coverage universe that beat estimates & raised guidance.
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Sophie
6
Inevitability Research
Inevitability Research
Investment Analysis & Technology Insights
Recommendations
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Concoda
Concoda
Concoda
SemiAnalysis
SemiAnalysis
Dylan Patel
MBI Deep Dives
MBI Deep Dives
MBI Deep Dives
Eliant’s Exploits
Eliant’s Exploits
Eliant
Fabricated Knowledge
Fabricated Knowledge
mule

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