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

Investment Review day 26 of 50: The Trade Desk $TTD The Trade Desk is a major player in the world of programmatic advertising, placing the right ads in the right place — on websites, into podcasts, or within streaming television shows — and maximizing the chances of the viewer taking

Monkey badgers Badger about his portfolio review and the insights he’s gained thus far. Why did he invest in Sea Limited $SE? What metrics about Cloudflare $NET are giving him pause? Would he buy more now if he didn’t own any already? How did knowing Wise as a customer influence

Investment Review day 25 of 50: Wise $WIZEY Wise (previously TransferWise) is a global cross-border payments network that replaces traditional international banking for 7.5 million active personal and business customers in five continents and over 40 countries. I discovered Wise while looking for a business banking solution for my own