Matterport one-pager
In episode #55 of the podcast, we did a deep dive into another potential hypergrowth stock, Matterport. Matterport is a leading spatial data company that recently entered the public markets via a SPAC. Here’s a one-pager summarising the key points from our research.
CrowdStrike one-pager
In episode #49 of the podcast, we did a deep dive into another one of our model portfolio stocks for 2021, CrowdStrike. We both have positions in our personal portfolios. Here’s a one-pager summarising the key points from our deep dive.
DocuSign one-pager
In episode #45 of the podcast, we did a deep dive into another one of our model portfolio stocks for 2021, DocuSign. We both have positions in DocuSign in our personal portfolios. Here is a one-pager summarising the key points from our deep dive.
Square one-pager
In episode #40 we deep-dived Square, a 2021 model portfolio pick, and one of the highest conviction stocks in our own real-money portfolios. Here’s our one-pager summary.
Twilio one-pager
In Pod #36 we deep-dived Twilio, here’s a one-page summary of our research.
Nano-X Imaging one-pager
This one-pager summarises the key points as we looked at Nano-X Imaging through our ‘investing lenses’. Nano-X promise to make medical imaging more accessible and more affordable for everyone. They have developed a new type of X-ray technology that is smaller, lighter and less expensive to manufacture and operate, and an innovative pay-per-scan business model. But there are significant red flags, and if FDA approval as a Class II medical device is not granted, it’s very likely that this company goes to zero
Teladoc Health one-pager
Luke and I did a deep-dive into another one of our 2021 model portfolio stocks, Teladoc Health, a leader in telehealth and with their recent merger with Livongo Health, in remote monitoring and digital therapeutics.
CuriosityStream one-pager
In episode 29 of the Telescope Investing Podcast, Luke and I started our search for hypergrowth companies with a deep-dive into a new player in video streaming, CuriosityStream. This one-pager summarises the research that we did, highlighting the key positive and negative points when considering CuriosityStream as a potential investment.
Cloudflare one-pager
Luke provides a one-page summary on Cloudflare, one of the fifteen companies in the Telescope Investing 2021 model portfolio