Jimmy Investor
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11 posts · theirs
Lately
5 Durable Compounders Trading at a Discount
Nubank ($NU) Deep Dive
GPUs, ASICs, and the Real ROI of AI
The Relentless Arithmetic of Quality Investing
Synopsys ($SNPS) Deep Dive
Portfolio Update: August 2026
Uber ($UBER) vs. Waymo: Who Owns the Ride?
The World’s Best Toll Booths, Now on Sale
Mastercard ($MA) Deep Dive
TSMC ($TSM): Leaving (a Lot of) Money on the Table
MercadoLibre ($MELI): The Paradox of Growth
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