A Few Thoughts on Planet Q2
A Natural Consolidator?
What's Behind the Rise of Crocs?
Investment Idea #2: Crocs (NASDAQ: CROX)
Investment Idea Performance Tracking
Investment Idea #1: Spire Global (NYSE: SPIR)
Sonos: More Than Great Sound
How I Invest
What if Upstart is a Good Business?
Obsoletive Audio
Sonos: The Hardware Machine
From Product to Platform in Dentistry
Reflections on Time in the Market
Profits Deferred, Investors Deterred
