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Balancing Growth, Discipline, and Long-Term Conviction
Aug 28
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14
Portfolio Tracking That Actually Works
A Four-Year Review of Portseido
Oct 21
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16
9
ASML: AI Momentum Sets a Floor for 2026
ASML Q3 2025 Earnings Analysis
Oct 16
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28
The Succession: What’s Next for Mercado Libre
Lessons from the climbers & scalers podcast — Part 3
Oct 14
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5 years, 9k investors, 15 questions
Book giveaway inside
Oct 10
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24
2
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Nu Holdings Investment Thesis
Jun 27, 2024
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Evolution AB Investment Thesis
Oct 12, 2023
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29
Adyen N.V. Investment Thesis
Sep 14, 2023
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15
Evolution: Trading Margin for Certainty
Jan 31
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Why I Sold Texas Instruments
A 22% Gain That Cost Me 60%
Oct 8
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Mercado Libre’s Journey From Startup to Global Platform
Lessons from the climbers & scalers podcast — Part 2
Oct 3
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Portfolio Review - September 2025
Outpacing the market at the end of Q3
Oct 1
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How Mercado Libre’s Founders Built a $100B Business
Lessons from the climbers & scalers podcast — Part 1
Sep 25
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12
Nu’s Customers Get 34x More Valuable Over Time
A deep dive into ARPAC by cohort and what it means for revenue in 2030
Sep 18
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2
Rubrik: The Beat and Raise Playbook
Rubrik (RBRK) Q2 FY 2026 Earnings Analysis
Sep 11
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InPost: Growth Story or Value Trap?
InPost (INPST) Q2 2025 Earnings Analysis
Sep 3
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10
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The Wolf of Harcourt Street
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