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My Favourite Media Content - August 2023
Here's a glimpse into my favourite media content from August 2023.
Aug 28, 2023
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Jordan Martenstyn
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My Favourite Media Content - August 2023
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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
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Jordan Martenstyn
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Learnings from Q2 2023 US Fund Manager 13F Filings
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Brief Q2 Earnings Review of 3 of My Highest Conviction US Stocks
Coupang, Duolingo, and MercadoLibre all reported strong Q2 2023 results.
Aug 10, 2023
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Jordan Martenstyn
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Brief Q2 Earnings Review of 3 of My Highest Conviction US Stocks
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July 2023
Spotify: Phenomenal User Growth, but Margins Remain a Concern
Another quarter of the same for Spotify: phenomenal user growth, but gross and operating margins remain a concern.
Jul 25, 2023
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Jordan Martenstyn
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Spotify: Phenomenal User Growth, but Margins Remain a Concern
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My Favourite Media Content - July 2023
A glimpse into the best podcasts, articles, videos, and books I consumed in July 2023.
Jul 22, 2023
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Jordan Martenstyn
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My Favourite Media Content - July 2023
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Digging into Rent the Runway
With rapidly decelerating growth rates, weakening cohort retention metrics, horrific customer reviews, limited inside ownership, and a concerning debt…
Jul 2, 2023
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Jordan Martenstyn
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Digging into Rent the Runway
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June 2023
The Best Media Content I Consumed This Month (June 2023 Edition)
Here's a glimpse into the best podcasts, videos, articles, and books I consumed in June 2023.
Jun 25, 2023
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Jordan Martenstyn
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The Best Media Content I Consumed This Month (June 2023 Edition)
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May 2023
The Best Media Content I Consumed This Month (May 2023 Edition)
Here's a glimpse into the best articles, podcasts, videos, and books I consumed in May 2023.
May 31, 2023
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Jordan Martenstyn
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The Best Media Content I Consumed This Month (May 2023 Edition)
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Duolingo: Phenomenal Business, But Wait for a Better Buying Opportunity
Duolingo's share price has increased more than 110% so far in 2023, leading to a stretched valuation multiple which I believe warrants caution.
May 23, 2023
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Jordan Martenstyn
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Duolingo: Phenomenal Business, But Wait for a Better Buying Opportunity
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Coupang: When Will the Market Wake Up?
Another strong q for Coupang. Showing great operating leverage these past few q's from operational efficiencies + good comps vs. a heavy CapEX cycle in…
May 16, 2023
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Jordan Martenstyn
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Coupang: When Will the Market Wake Up?
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April 2023
The Best Media Content I Consumed This Month (April 2023 Edition)
Here's a glimpse into the best articles, podcasts, videos, and books I consumed in April 2023.
Apr 24, 2023
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Jordan Martenstyn
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The Best Media Content I Consumed This Month (April 2023 Edition)
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March 2023
The Best Media Content I Consumed This Month (March 2023 Edition)
Here's a glimpse into the best podcasts, articles, videos, and books I consumed in March 2023.
Mar 27, 2023
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Jordan Martenstyn
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The Best Media Content I Consumed This Month (March 2023 Edition)
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