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Discontinuous Disruption
Here is a taste of a premium post. Along with access to our proprietary research resources, we send out a premium post every Friday. These posts…
Jan 8
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Ryan Reeves
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Netflix
Mar 4, 2023
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Ryan Reeves
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TransMedics Write-Up
Apr 5
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Costco
Mar 3, 2023
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Ryan Reeves
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Duolingo
Feb 27
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r/Memestocks
Mar 26
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Taiwan Semi
Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest contract semiconductor manufacturer. Founded in 1987 by Morris Chang in…
Mar 12
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Ryan Reeves
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Duolingo
If you haven’t already, join 10,080 other business lovers and subscribe for free: I use Koyfin every day. From staying on top of company news to the…
Feb 27
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Weekly Update April 8-12
Tesla deliveries/FSD, Cloudflare acquisitions, Nu product announcements, and a small watchlist company
Apr 12
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Weekly Update April 8-12
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TransMedics Write-Up
How this organ transplant company is becoming vertically integrated
Apr 5
21
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Weekly Update March 25-29
Let’s get right into it! We’ll start out with the normal update and then end with the monthly summary and conviction list. Tesla I’m quite excited about…
Mar 29
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Ryan Reeves
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Weekly Update March 25-29
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Weekly Update April 8-12
Tesla deliveries/FSD, Cloudflare acquisitions, Nu product announcements, and a small watchlist company
Apr 12
1
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Weekly Update April 8-12
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54:56
Ep. 102: Jeff Davies - Energy Sector Breakdown
Listen now | You can subscribe to Jeff's substack here: https://www.enerwrap.com/ Or follow him on X here: https://twitter.com/EnergyCredit1 Thank you…
Apr 11
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Ryan Reeves
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Ep. 102: Jeff Davies - Energy Sector Breakdown
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TransMedics Write-Up
How this organ transplant company is becoming vertically integrated
Apr 5
21
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