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Global-E: Tariffs As A Lead-Generation Mechanism
Is Global-e A Buy Now?
Mar 11
•
Kris
10
2
A Useful Poem For Investors
Overview Of The Week 59
Mar 9
•
Kris
13
1
Sea Limited: Why did the stock drop 25%?
Is the stock a buy now?
Mar 6
•
Kris
12
2
Duolingo: Uncertainty And Vision
Is Duolingo a good investment now?
Mar 4
•
Kris
24
1
Equanimity
Overview Of The Week 58
Mar 2
•
Kris
23
2
February 2026
What I just Bought And Sold
Forever Portfolio: Averaging Up And Down
Feb 27
•
Kris
17
1
The Trade Desk: Tough Love
This hurts, but there are two kinds of pain. One kills you, the other makes you stronger. Which one is this?
Feb 27
•
Kris
25
1
1
Kinsale's Slowdown Is Actually Its Moat
What you should understand about Kinsale
Feb 23
•
Kris
21
1
The Other Side Of The Boat
Overview Of The Week 57
Feb 23
•
Kris
18
1
AI Agents Don't Threaten Shopify, They Need It
What most don't understand about Shopify
Feb 19
•
Kris
24
2
3
The One Number That Reveals Adyen’s Future (And Nobody’s Talking About It)
Forget the headlines. This one figure tells the real story
Feb 18
•
Kris
25
3
1
What I just bought for the Forever Portfolio
Hi Multi
Feb 17
•
Kris
3
2
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