Inevitability Research
Subscribe
Sign in
Home
Notes
Archive
About
New
Top
Discussion
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
•
Sophie
19
Share this post
The Business of Online Travel
www.inevitabilityresearch.com
Copy link
Facebook
Email
Note
Other
3
Lessons from Reece Duca
Takeaways from an interview with an investing legend
Nov 10
•
Sophie
19
Share this post
Lessons from Reece Duca
www.inevitabilityresearch.com
Copy link
Facebook
Email
Note
Other
2
Thoughts On Process
Some thoughts about my process for managing current investments and researching new ideas
Nov 8
•
Sophie
24
Share this post
Thoughts On Process
www.inevitabilityresearch.com
Copy link
Facebook
Email
Note
Other
2
September 2023
Compounding Heritage
A look at the luxury market through three storied brands: LVMH, Hermès & Ferrari
Sep 26
•
Sophie
46
Share this post
Compounding Heritage
www.inevitabilityresearch.com
Copy link
Facebook
Email
Note
Other
14
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
•
Sophie
31
Share this post
The Electrified Road Ahead
www.inevitabilityresearch.com
Copy link
Facebook
Email
Note
Other
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.
Sep 6
•
Sophie
23
Share this post
The Future of Networking & Telecom
www.inevitabilityresearch.com
Copy link
Facebook
Email
Note
Other
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
•
Sophie
37
Share this post
Demystifying Nvidia's Revenue Increase
www.inevitabilityresearch.com
Copy link
Facebook
Email
Note
Other
5
August 2023
Q2 '23 Earnings Review
Highlighting some ideas from my coverage universe that beat estimates & raised guidance.
Aug 7
•
Sophie
29
Share this post
Q2 '23 Earnings Review
www.inevitabilityresearch.com
Copy link
Facebook
Email
Note
Other
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
•
Sophie
,
Citrini
, and
junkbondinvestor
23
Share this post
A Recap of Twitter's LBO
www.inevitabilityresearch.com
Copy link
Facebook
Email
Note
Other
3
Hyper Individualization
Or, Investing in the Age of Solipsism
Jul 8
•
Sophie
55
Share this post
Hyper Individualization
www.inevitabilityresearch.com
Copy link
Facebook
Email
Note
Other
16
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
•
Sophie
14
Share this post
The Price of Time Review
www.inevitabilityresearch.com
Copy link
Facebook
Email
Note
Other
3
April 2023
Nostalgia, Ultra: Can Nintendo Evolve & Unlock Value for Shareholders?
Much has been written about the history and current business operations of Nintendo. Acquired did a great podcast on the history and Ryan O’Connor from…
Apr 6
•
Sophie
17
Share this post
Nostalgia, Ultra: Can Nintendo Evolve & Unlock Value for Shareholders?
www.inevitabilityresearch.com
Copy link
Facebook
Email
Note
Other
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts