Jordan Martenstyn

TON Strategy: Why I Bought Shares Despite Being A Crypto Skeptic

Despite my inherent skepticism of crypto, I recently initiated a starter position in TON Strategy Company (NASDAQ:TONX).

Nov 20, 2025 • Jordan Martenstyn

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Some Ramblings on Ton Strategy (NASDAQ:TONX)

Going down the rabbit hole on a very speculative cryptocurrency treasury company ...

Nov 17, 2025 • Jordan Martenstyn

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Talkspace: The Market is Beginning to Wake Up

Despite a 29% share price increase since my last article and strong Q3 2025 earnings, Talkspace remains materially undervalued

Nov 3, 2025 • Jordan Martenstyn

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August 2025

Are We In a US Tech Bubble?

I see pockets of froth throughout the US tech market, reminiscent of what happened in 2021. Do investors not learn?

Aug 7, 2025 • Jordan Martenstyn

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The Best Investments Don't Need to Be Sexy

ResMed is a classic example of a boring but beautiful company.

Aug 2, 2025 • Jordan Martenstyn

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July 2025

Talkspace's Earnings Power is About to Become Obvious

I think Talkspace offers a compelling risk/reward, with potential for a 30%+ IRR over the next 3 years.

Jul 17, 2025 • Jordan Martenstyn

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April 2025

Duolingo: Love the Business, Don't Love the Valuation

40%+ revenue growth, 73% gross margins, 26% adjusted EBITDA margins, pristine balance sheet - what's not to love? The valuation ...

Apr 29, 2025 • Jordan Martenstyn

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March 2025

Why I'm Buying Shares in Wise

Wise has quickly grown into a top 5 holding for me. Clear cost advantages vs. incumbents, massive TAM, double-digit revenue growth, 20%+ margins…

Mar 26, 2025 • Jordan Martenstyn

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February 2025

My Public Market Investing Checklist

In this article, I outline the exact checklist I run through for all potential public market investments (updated in February 2025). Feedback welcome!

Feb 10, 2025 • Jordan Martenstyn

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January 2025

Kaspi: A High-Quality Technology Business Trading on a Dirt Cheap Multiple

I'm back! In this article, I dig into Kaspi, the largest technology business in Kazakhstan growing 20%+ with 40%+ net income margins, trading at 7x…

Jan 15, 2025 • Jordan Martenstyn

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August 2023

My Favourite Media Content - August 2023

Here's a glimpse into my favourite media content from August 2023.

Aug 28, 2023 • Jordan Martenstyn

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Learnings from Q2 2023 US Fund Manager 13F Filings

Here are my key learnings from Q2 2023 13F filings of concentrated US fund managers with a proven track-record of outperformance vs. the market.

Aug 21, 2023 • Jordan Martenstyn

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