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Memo
5 min read

Memo on Meeting w/Warren Buffett

A memo on Meeting Warren Buffet.
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Videos

Marathon Digital (Ticker: MARA)

Fred Thiel, CEO of Marathon Digital about why bitcoin minin is actually energy friendly and potential risks for Bitcoin.
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Videos

Can Ethereum take over Bitcoin?

Interview with Niklas Nikolajsen (Co-Founder), Arthur Vayloyan (CEO) and Andrej Majcen (Co-Founder) from Bitcoin Suisse.
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Podcasts

Longevity: The next big Thing

Interview with Tobias Reichmut, a well known entrepreneur and investor based in switzerland.
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Articles

Arlo Technologies (Ticker: ARLO)

Arlo: 320% upside? Bet on its $13 subscription converting camera buyers into high-margin recurring revenue. Can Arlo’s tech edge beat Ring’s dominance?
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Articles

Restoration Hardware (Ticker: RH)

RH: Impressive turnaround story... but is the luxury furniture play built on shaky ground?
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Articles

Perimeter Solutions (Ticker: PRM)

A company with a near-monopoly in aerial firefighting faces unpredictable demand despite climate change tailwinds. Heavily indebted, it's now navigating a potential competitive threat. Is this a calculated investment or a high-stakes gamble?
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Memo

Letter to Shareholders

A year of profound learning: This shareholder letter reflects on the key intellectual and emotional shifts of 2022 that shaped a new long-term value investing approach. Discover the insights gained and the optimistic outlook for uncovering exceptional opportunities in the coming market.
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Newsletter

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