Premium

Weekly Update March 2-6

TMDX conference, NU Miami, DUOL Video, and LMND incumbents

Mar 6

Weekly Update February 23-27

Disclaimer: These materials are for information only, not investment advice.

Feb 27

Weekly Update February 16-20

LMND earnings, TSLA news, DUOL app rankings

Feb 20

Weekly Update February 9-13

Nu Mexico, Duolingo app rankings,

Feb 13

Weekly Update February 2-6

TSLA + AMZN earnings, Nu US, PLTR transcript

Feb 6

Weekly Update January 26-30 + Conviction List

NU leading, DUOL character, TSLA vision, and LMND details

Jan 30

New Trade Alert

New small position

Jan 23

Weekly Update January 12-16

TMDX conference, DUOL CFO, and TSLA lithium

Jan 16

Weekly Update January 5-9

Disclaimer: These materials are for information only, not investment advice.

Jan 9

Disclaimer: These materials are for information only, not investment advice.

Jan 2

Our Investment Process

Disclaimer: These materials are for information only, not investment advice.

Dec 26, 2025

Weekly Update December 15-19

Axon deal, NuCel trojan horse, and AI ramblings

Dec 19, 2025

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