Deep dives on companies in tech, media, gaming and consumer sectors
Long term investor in durable businesses. Writing deep dive research on companies in tech, media, gaming and consumer sectors.
Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...
Early AMD and Tesla investor, with a 2,500% return since 2014. Gain insights into my research process by reading my deep dives. One free deep dive per month. Deep dive updates for paid subscribers only.
Looking for compelling stories and long shelf life insights within Asia-Pacific
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