The Archive Lens

Through the Lens of the CEO: TSMC (Taiwan Semiconductor) — The $90 Billion Question: How TSMC Built the World's Most Unbreachable Moat

A First Look At The Business: TSMC (Taiwan Semiconductor).

Sep 10 •

Through the Lens of the CEO: Kinsale Capital — Why Everyone's Getting Excess & Surplus Insurance Wrong

A First Look At The Business: Kinsale Capital.

Sep 3 •

Through the Lens of the CEO: ASML Holdings — The Invisible Giant Powering the Digital World

A First Look At The Business: ASML Holdings.

Aug 27 •

Through the Lens of the CEO: Adma Biologics — How Focused Innovation Shapes a Niche Market Leader

A First Look At The Business: Adma Biologics.

Aug 20 •

Through the Lens of the CEO: Evolution AB — The casino revolution that everyone still misunderstands

A First Look At The Business: Evolution AB.

Aug 13 •

Through the Lens of the CEO: Amazon — Why I'm spending $100B while Microsoft wastes $13B on AI theater

A First Look At The Business: Amazon.

Aug 6 •

Through the Lens of the CEO: Google — An Under Appreciated Compounder

A First Look At The Business: Google.

Jul 30 •

Through the Lens of The CEO: Novo Nordisk — The $470B Ozempic Empire Just Lost Its King (And Why That's Bullish)

A First Look At The Business: Novo Nordisk.

Jul 23 •

Through the Lens of the CEO: Oscar Health Inc. — The Digital Insurer Finally Hitting Its Stride

A First Look At The Business: Oscar Health Inc.

Jul 16 •

Through the Lens of the CEO: Hims & Hers Health Inc. — When your Biggest Win becomes your Biggest Risk

A First Look At The Business: Hims & Hers Health Inc.

Jul 9 •

Through the Lens of the CEO: Robinhood

A First Look at the Business: Robinhood Markets, Inc.

Jul 3 •

Through the Lens of the CEO: SoFi Technologies Inc. — Why SoFi's Banking License is it's Secret Weapon

A First Look at the Business: SoFi Technologies Inc.

Jun 25 •

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