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• Compounders

  Investing

  10 posts · theirs

Lately

• Vertical Future Series I - Rise of the “Forgotten” Industries

  Compounders · 2023-05-09

• #58: Lemon8 & the Fragmentation of Search

  Compounders · 2023-04-23

• #57: Okta Update: Re-Examing Fundamentals after the Storm

  Compounders · 2023-03-26

• #56: Recommendation Engine: The Catalyst or Inhibitor of Human Progression

  Compounders · 2023-03-19

• #55: Opendoor Earnings: No yet an inflection point, one step at a time

  Compounders · 2023-02-26

• #54: Long Weekend Retro: The When and How of VC Timing

  Compounders · 2023-02-20

• #53: MSFT vs. GOOGL: Is it another AI hype or the iPhone moment in technology?

  Compounders · 2023-02-12

• #52: BILL Earnings: Are We out of the Woods?

  Compounders · 2023-02-05

• #51: MSFT Earnings: Continued Azure Decel

  Compounders · 2023-01-29

• #50: China Reopen: This Time, For Real

  Compounders · 2023-01-23

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