Investment Review day 35 of 50: Alphabet $GOOG $GOOGL Is Google doomed? I suspect the reports of its death are greatly exaggerated! Alphabet isn’t just the dominant player in search, it also has nine products with more than a billion users. The company invented the basis for modern AI (Transformers)

Investment Review day 34 of 50: CrowdStrike $CRWD CrowdStrike is a leader in cybersecurity threat detection and prevention, using the cloud to proactively protect its customers’ systems by tracking trillions of cybersecurity events every day to automatically detect and prevent threats in real time. The more data that is fed

Before returning to the UK, Badger paid his pal Monkey a visit in Austin. Shenanigans ensued, including, but not limited to: A trip to the Apple $AAPL store to try the Vision Pro headset. Was the demo experience enough to convince Luke to drop Android and buy into Apple’s metaverse

Investment Review day 33 of 50: MercadoLibre $MELI MercadoLibre is an e-commerce titan that has successfully navigated the Latin American digital landscape for over two decades. Prudent financial decisions taken by leadership make it one of the only free cash flow positive, scaled e-commerce companies in the world. I bought

Investment Review day 32 of 50: Tesla $TSLA Tesla is a leader in the electric vehicle industry. While the company is known primarily for its cars (and Cybertruck!), its energy storage business has significant future potential. Autonomous driving, trucking, and robots (Optimus) provide valuable optionality. Tesla is an example of

Investment Review day 30 of 50: Shopify $SHOP Shopify is a leading global commerce company providing trusted tools to start, grow, market, and manage a retail business of any size. With an emphasis on e-commerce, Shopify gives businesses of all sizes access to online storefronts, payments, marketing, shipping and customer

Investment Review day 29 of 50: Axon Enterprise $AXON Axon is a leader in public safety and law enforcement technology with strong growth and innovative expansion. Known for its TASERs and body cameras, Axon has broadened its market presence with the recent launch of Axon Body Workforce, a body camera

Investment Review day 28 of 50: NVIDIA $NVDA Nvidia $NVDA is at the forefront of artificial intelligence, delivering cutting-edge hardware and software that’s powering innovation across all segments of industry and our personal lives. I was a relative latecomer to this company and only started tracking it in 2021. AI

Investment Review day 27 of 50: Adyen $ADYEY Adyen is a fintech company that provides merchants with a single platform to accept e-commerce, mobile, and point-of-sale payments in multiple countries using nearly 300 different payment schemes and methodologies worldwide. Adyen’s payment platform is ideal for large multinational enterprises, and its