Weekly Update July 1-5

IC videos, TSLA deliveries, Q2 letter, and insurance research

I hope you had a nice 4th of July, my fellow Americans. For my valued international readers, I hope it was a lovely Thursday :)

Let’s get right into it!

IC Content

Last week, I recorded a few more videos of my real-time research process. The first was a teardown of a new IPO called Rubrik. The company is founder led with strong growth above 30%. However, t…