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The Succession: What’s Next for Mercado Libre
Lessons from the climbers & scalers podcast — Part 3
3 hrs ago
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5 years, 9k investors, 15 questions
Book giveaway inside
Oct 10
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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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September 2025
How Mercado Libre’s Founders Built a $100B Business
Lessons from the climbers & scalers podcast — Part 1
Sep 25
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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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August 2025
Portfolio Review - August 2025
A New Position and Taking Profits on an Old One
Aug 30
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My Investment Philosophy
Balancing Growth, Discipline, and Long-Term Conviction
Aug 28
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Rubrik Quick Pitch
Why I Am Buying Shares in Rubrik (RBRK)
Aug 21
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