Sitemap - 2022 - Jordan Martenstyn
7 Key Takeaways from Duolingo's Q3 Results
Coupang: Profitability Is Here
Spotify's Q3 2022 Results: A Mixed Bag
10 Lessons Learnt from Dev Kantesaria (Valley Forge Capital Management)
Duolingo: Why I'm Buying Shares
Asana: Operating Leverage, Where Art Thou? (Neutral Rating)
Coupang: Turning the Corner Toward Sustained Profitability
Axon Enterprise: This Resilient Business Continues To Kick Goals
Breaking Down Airtasker's FY22 Results
Axon Enterprise: Building an Impenetrable Fortress
6 Key Takeaways from Spotify's 2022 Investor Day
ironSource: Compelling Valuation For Long-Term Investors
Lemonade: Gaining Momentum in a Tough Market
Doctor Care Anywhere: A Sleeping Telehealth Giant
ironSource: A Founder-Led, Hyper-Profitable Software Business with 150%+ Net Revenue Retention Rates
Highlights from Spotify CFO Paul Vogel's Q&A Session at Morgan Stanley's TMT Conference
Lemonade: Not an Investment for the Faint of Heart
An Update from Doctor Care Anywhere: Very Bullish Guidance, Disappointing Capital Raise
Upwork's Q4 2021 Results: On Route to Building the World's Work Marketplace
Doctor Care Anywhere: The Fastest Growing Telehealth Company You've Never Heard Of
Spotify's Q4 2021 Results: The Market is Overreacting to Short-Term Noise
Checking in on Airtasker's H1 FY22 Results
Why I'm Buying Shares in Spotify
Asana's Q3 2021 Results: Another Stellar Quarter; Monitor for Further Multiple Compression