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Time ~= Money
A stream of consciousness exploration of what makes a company successful, how founders/investors can be two sides of the same coin and how intangible…
Oct 12
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Sophie
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Time ~= Money
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November 2023
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, 2023
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Sophie
33
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The Business of Online Travel
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Lessons from Reece Duca
Takeaways from an interview with an investing legend
Nov 10, 2023
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Sophie
25
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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, 2023
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Sophie
31
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Thoughts On Process
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September 2023
Compounding Heritage
A look at the luxury market through three storied brands: LVMH, Hermès & Ferrari
Sep 26, 2023
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Sophie
52
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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, 2023
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Sophie
32
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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, 2023
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Sophie
27
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The Future of Networking & Telecom
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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, 2023
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Sophie
40
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Demystifying Nvidia's Revenue Increase
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August 2023
Q2 '23 Earnings Review
Highlighting some ideas from my coverage universe that beat estimates & raised guidance.
Aug 7, 2023
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Sophie
30
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Q2 '23 Earnings Review
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July 2023
A Recap of Twitter's LBO
Using Twitter to make suggestions to Twitter's management about the best path forward for the company & its capital structure
Jul 19, 2023
•
Sophie
,
Citrini
, and
junkbondinvestor
25
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A Recap of Twitter's LBO
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Hyper Individualization
Or, Investing in the Age of Solipsism
Jul 8, 2023
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Sophie
59
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Hyper Individualization
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June 2023
The Price of Time Review
Are those who don't learn from history doomed to repeat it? The Price of Time documents "the real story of interest" in incredible detail and makes for…
Jun 30, 2023
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Sophie
14
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The Price of Time Review
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