Should you invest in Wise?
Wise, previously known as TransferWise, is a company that’s created a global cross-border payments network that replaces traditional international banking for 13 million personal and business customers. In this deep dive into $WISE I’m joined by Simon Erickson, Founder and CEO of 7investing. We explore Wise’s disruptive approach to international
Should you invest in Intuitive Surgical?
Intuitive Surgical is the world leader in robotic minimally invasive surgery. In this investment deep dive video, I’ll unlock a comprehensive understanding of what makes $ISRG tick, and how it’s shaping a better future through technology and innovation. My goal is to empower you with the insights needed to decide
Axon Enterprise (August 2024)
Axon Enterprise is a leader in public safety technology. In this investment deep dive video, I’ll unlock a comprehensive understanding of what makes $AXON tick, and how it’s shaping a better future through technology and innovation. My goal is to empower you with the insights needed to decide if Axon
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.