Investment Review day 37 of 50: Intuitive Surgical $ISRG Intuitive Surgical is a leader in robotic-assisted surgery, with its innovative da Vinci system driving strong growth in minimally invasive procedures. The company has a solid financial foundation with high recurring revenue from its ‘robots and blades’ business model, no debt,

Investment Review day 36 of 50: Amazon $AMZN Amazon is a vast e-commerce and cloud computing company with expanding revenue streams in a variety of areas. Originally founded as an online bookstore, the company now leverages its marketplace platform to connect third-party sellers with consumers, offers subscription services, produces its

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