Investment Approach

Netflix

In this post, I’ll discuss the quarter, the change in reporting, Netflix’s million dollar question, [...]

Carvana

I’ll get straight to the point here: despite being an 11-bagger last year—and the single [...]

Netflix

More people are now acknowledging that Netflix won the “streaming wars,” but that implies the [...]

Spotify

User and subscriber growth continued to show impressive strength. MAUs grew 26% y/y to 574 [...]

Netflix

In this valuation oriented Netflix post, I’ll discuss a few things: Netflix’s long-term subscriber and average [...]

Inevitables

Why I am increasingly focused on what I consider Inevitables.

A brief discussion of why I invest in “compounders.”