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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
Nov 28
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Sophie
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Lessons from Reece Duca
Takeaways from an interview with an investing legend
Nov 10
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Sophie
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Lessons from Reece Duca
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Thoughts On Process
Some thoughts about my process for managing current investments and researching new ideas
Nov 8
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Sophie
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Thoughts On Process
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Compounding Heritage
A look at the luxury market through three storied brands: LVMH, Hermès & Ferrari
Sep 26
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Sophie
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Compounding Heritage
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The Electrified Road Ahead
A look at the supply chain for electric vehicles & the inevitable future investment and government support for the industry
Sep 14
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Sophie
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The Electrified Road Ahead
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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.
Sep 6
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Sophie
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Demystifying Nvidia's Revenue Increase
Taking a look at the filings from last quarter to hopefully clear up some confusion about their accounting practices
Sep 1
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Sophie
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Demystifying Nvidia's Revenue Increase
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Q2 '23 Earnings Review
Highlighting some ideas from my coverage universe that beat estimates & raised guidance.
Aug 7
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Sophie
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Q2 '23 Earnings Review
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