THESIS FOLLOW-UP

Generative AI. Our take before the bubble pops

Is Generative AI a Real Industry?

Aug 10 •

Swiss Transparent Portfolio

Undervalued Gem or Priced for Perfection?

Aug 8 •

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Amazon Q2 2025 Earnings Preview

Is Amazon the Real Winner of the AI Gold Rush?

Jul 31 •

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Duolingo Q2 2025 Earnings Preview

The Owl’s Next Move may surprise you

Jul 30 •

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The Quiet Way to Earn +30% in a Week

We’ll show you how. Risk-controlled. Predictable. Knowledge that’s worth the subscription.

Jul 24 •

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PSIX Q2 2025 Earnings Preview

Model Recalculating After a 2.5-Bagger in Just 4 Months

Jul 23 •

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Google Q2 2025 Earnings Preview

Our 5-Year Scenario Might Surprise You (And the Market)

Jul 22 •

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Netflix Q2 2025 Earnings Preview

Netflix isn’t just streaming. It’s compounding. And Q2 might prove it again.

Jul 16 •

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ASML Q2 2025 Earnings Preview

The toll booth of AI chips reports on Wednesday

Jul 15 •

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The Single Biggest Investment Opportunity of this decade

Oracle just kicked off the AI earnings season. What happens next?

Jul 1 •

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The Bear Case II: $GOOGL

The Robotaxi Wars

Jun 25 •

Swiss Transparent Portfolio

The Bear Case: $GOOGL

A second look: Chris Hohn vs Sundar Pichai on the Future of Google

May 20 •

Swiss Transparent Portfolio

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