Inevitability Research

Startup Win Conditions

IPOs, Acquisitions and the Roads in Between

Jun 23 • 

Sophie

24

2

October 2024

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, 2024 • 

Sophie

27

3

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 • 

Sophie

36

3

Lessons from Reece Duca

Takeaways from an interview with an investing legend

Nov 10, 2023 • 

Sophie

27

3

Thoughts On Process

Some thoughts about my process for managing current investments and researching new ideas

Nov 8, 2023 • 

Sophie

33

3

September 2023

Compounding Heritage

A look at the luxury market through three storied brands: LVMH, Hermès & Ferrari

Sep 26, 2023 • 

Sophie

59

15

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 • 

Sophie

32

8

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 • 

Sophie

28

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

Sep 1, 2023 • 

Sophie

41

5

August 2023

Q2 '23 Earnings Review

Highlighting some ideas from my coverage universe that beat estimates & raised guidance.

Aug 7, 2023 • 

Sophie

30

6

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

3

Hyper Individualization

Or, Investing in the Age of Solipsism

Jul 8, 2023 • 

Sophie

62

16