The Flywheel of Scale Economies Shared: From Costco to Nubank

Nubank’s Surprising Similarities With Costco

Ferrari: Brand Evolution vs Dilution

Is Ferrari’s moat—its powerful brand—at risk from the company’s first electric vehicle, the Luce?

Nike: An Underperforming Giant

Why I am not orienting my portfolio around AI

Why I'm Bullish on Nu Holdings

Which Industries Will Benefit from EVs?

Costco: An Amazing Business Model

Rivian and Lucid: Future Leaders or Laggards?

Enovix: An Overview

Why I'm Bullish on Airbnb

Why I am Bullish on the Residential Solar Industry and Enphase Energy

Ferrari and Electric Vehicles

Can Ferrari Succeed in the EV Era?

Microsoft and Activision Blizzard

Does the Potential Acquisition Make a Difference?

The Streaming Era

Why the Apple-MLS Deal is Important

Microsoft and Artificial Intelligence

How Microsoft Can Benefit From AI

The Silicon Valley Bank Situation

My perspective on the situation and how I am responding

Uber and Autonomous Vehicles: Friends or Foes?

How will autonomous vehicles impact Uber?