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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.
18 hrs ago
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Felix
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Through the Lens of the CEO: Hims & Hers Health Inc. - When your Biggest Win becomes your Biggest Risk
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Through the Lens of the CEO: Robinhood
A First Look at the Business: Robinhood Markets, Inc.
Jul 3
•
Felix
5
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Through the Lens of the CEO: Robinhood
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Through the Lens of the CEO: 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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Felix
16
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Through the Lens of the CEO: Why SoFi's Banking License is it's Secret Weapon
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Arista Networks: Powering the Future of Cloud Networking
AI & Cloud.
May 14
•
Felix
9
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Arista Networks: Powering the Future of Cloud Networking
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1
Kinsale Capital: The Quiet Giant That Keeps Beating Wall Street
A Deep Dive into Kinsale Capital and Why this is a (potential) Buy.
Apr 29
•
Felix
24
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Kinsale Capital: The Quiet Giant That Keeps Beating Wall Street
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6
Celsius: The Energy Drink Disruptor Taking on Red Bull & Monster
Celsius is redefining energy drinks with a sugar-free, fitness-focused boost, high caffeine, no crash!
Apr 20
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Felix
11
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Celsius: The Energy Drink Disruptor Taking on Red Bull & Monster
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AMDs 10x Potential: The Next Big AI & Cloud Computing Play
If you think AMD is just a simple Intel alternative, you're missing the bigger picture.
Apr 1
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Felix
10
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AMDs 10x Potential: The Next Big AI & Cloud Computing Play
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3
The End of Google Search
If you haven't already read or heard in the news, search is on the brink.
Mar 27
•
Felix
20
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The End of Google Search
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12
Novo Nordisk (NVO): The Best Healthcare Bet for the Next Decade
Is Novo Nordisk’s Billion-Dollar Empire Balancing on One Pill? Here’s the Truth You NEED to Know!
Mar 18
•
Felix
27
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Novo Nordisk (NVO): The Best Healthcare Bet for the Next Decade
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Uber's Unstoppable Moat: Why This Stock Could Be a Market Dominator for Decades
Want to know what makes Uber unstoppable? Its network effects, tech innovation, and economies of scale give it a moat that’s hard to beat. With a…
Mar 11
•
Felix
5
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Uber's Unstoppable Moat: Why This Stock Could Be a Market Dominator for Decades
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Synopsys: A High-Quality Business on My Radar
My first stock analysis on Substack—starting with a high-quality business that dominates a critical niche in semiconductors. Synopsys has a…
Mar 8
•
Felix
8
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Synopsys: A High-Quality Business on My Radar
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