My thoughts on Amazon’s third quarter.
Tag Archives: Standard
My first post about JD.com.
My thoughts on Amazon’s second quarter.
My thoughts on Amazon’s first quarter.
My updated scenario analysis and valuation of Chipotle.
My thoughts on Chipotle’s first quarter.
My first post about Amazon.
My thoughts on Chipotle’s fourth quarter.
My analysis of Trupanion’s state-by-state NAIC data.
My first post about Trupanion.