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Why This Is Not Like The Dotcom Bubble
Overview Of The Week 67
May 18
•
Kris
20
1
1
Mercado Libre: Love And Hate
A weekend longread
May 16
•
Kris
28
4
1
Best Buys Now: Freedom! Hell Yeah!
What I will buy just after I published this article
May 15
•
Kris
20
5
Shopify After The Drop
Is it a BUY now?
May 14
•
Kris
24
1
TransMedics: Did The Story Just Change?
An earnings deep dive
May 13
•
Kris
23
2
1
Are We Near The Top?
Overview of The Week 66
May 11
•
Kris
22
2
3
The Trade Desk: Is This The Explanation?
The epic battle the company is in
May 9
•
Kris
27
2
1
Duolingo: Don't Let The Stock Price Fool You
What the earnings show
May 8
•
Kris
19
2
Five Lessons From My Visit To Omaha
Greg Abel's first AGM
May 6
•
Kris
24
6
1
April 2026
Celsius: A Buy Now?
After the drop, is the stock attractive?
Apr 29
•
Kris
11
2
Meeting In Omaha?
Overview Of The Week 65
Apr 27
•
Kris
12
1
An Invitation, Best Buys Now & PM Forever Portfolio
Free Breakfast, meeting me, Pieter Slegers and Brian Feroldi, Best Buys Now and what I will buy for my portfolio
Apr 24
•
Kris
16
2
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