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