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Featured Posts

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How to Pick Winning Stocks: Three Frameworks From the World's Top Investors

Learn how to pick winning stocks using three frameworks from Warren Buffett, Peter Thiel, and Geoffrey Moore.

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Lemonade Plans to Disrupt the $5 Trillion Insurance Market. Can They Pull it Off?

We break down what Lemonade does, its business model, and key operating metrics.

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🏠Long Zillow. Short Real Estate Agents😔

A deep dive on Zillow's new(ish) ambitions, and what the future of real estate might look like.

Recent Posts

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This Week in Charts: Pinterest, Alteryx, & Teladoc

Plus, two more trading ideas.

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How Netflix Crushed Its Competition (The Full Story)

We breakdown Netflix's origins, its business model, and how—by taking more swings than anybody—became a $245 billion juggernaut.

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Affirm — 3 Big Things Every Investor Should Know

In this article, we breakdown what Affirm does, its business model, and its key business metrics.