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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
21
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TransMedics Write-Up
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Costco
Mar 3, 2023
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Ryan Reeves
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Costco
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Duolingo
Feb 27
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MercadoLibre
A LATAM fintech and e-commerce juggernaut
Apr 23
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Ryan Reeves
4
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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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Trade Alert 4/19/24
A microcap with a lot of room to run
Apr 19
5
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Trade Alert 4/19/24
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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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49:25
Ep. 104 - Brad Freeman: Stock Market Nerds
You can find Brad on X here and find his newsletter here. In this conversation, we cover: - Brad's investment philosophy of finding companies that…
11 hrs ago
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Ryan Reeves
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Ep. 104 - Brad Freeman: Stock Market Nerds
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MercadoLibre
A LATAM fintech and e-commerce juggernaut
Apr 23
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Ryan Reeves
4
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Trade Alert 4/19/24
A microcap with a lot of room to run
Apr 19
5
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Trade Alert 4/19/24
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