Jordan Martenstyn

Jordan Martenstyn

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10 Lessons Learnt from Dev Kantesaria (Valley Forge Capital Management)
This short article summarises my top 10 learnings from Dev Kantesaria's recent appearance on the "Good Investing Talks" podcast, which was one of the…
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Jordan Martenstyn
Lemonade: A Disruptive Insurance Business Firing on all Cylinders
Lemonade has all the characteristics I look for in a secular compounder: a disruptive business model, exceptional organic growth rates, and a…
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Jordan Martenstyn
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Airtasker: An Under-The-Radar High-Margin Marketplace With a Long Runway for Growth
Airtasker is a two-sided marketplace for local labour services with a capital-light business model, high inside ownership, long runway for growth, and…
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Jordan Martenstyn
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Lemonade: Not an Investment for the Faint of Heart
Lemonade is a high-risk, high-reward investment with an enormous TAM and a management team with ambitions to disrupt insurance as we know it. This…
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Jordan Martenstyn
Lemonade's Q3 2021 Results: Another Solid Quarter, But Not Enough to Silence the Bears
In this short article, I summarise the good and bad from Lemonade's Q3 2021 results released to the market on the 8th November 2021.
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Jordan Martenstyn
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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…
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Jordan Martenstyn
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Doctor Care Anywhere: The Fastest Growing Telehealth Company You've Never Heard Of
Doctor Care Anywhere is a UK-based telehealth business founded in 2013 that listed on the ASX in December 2020. Shares have fallen more than 65% in the…
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Jordan Martenstyn
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!
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Jordan Martenstyn
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…
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Jordan Martenstyn
ironSource: A Founder-Led, Hyper-Profitable Software Business with 150%+ Net Revenue Retention Rates
ironSource is a software business that helps mobile app developers expand, engage and monetise their user base. The current valuation is compelling and…
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Jordan Martenstyn
The Best Media Content I Consumed This Month (February 2023 Edition)
Here's a glimpse into the best articles, podcasts, books, and videos I consumed in February 2023.
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Jordan Martenstyn
10 Lessons Learnt from Yen Liow of Aravt Global
This article summarises my main learnings from Yen Liow’s appearance on the Capital Allocators podcast, which was one of the most informative investing…
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Jordan Martenstyn
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