Continued thinking on CROX
Update on Investment Idea #1
Selling Spire's Maritime Business
A turn for the worse
An informative Glassdoor review
Planet Labs Q1 2025 Update
Two Sides of Matterport
My Thesis in Xometry
Evaluating Xometry's Marketplace Opportunity
How I Invest #2
My Thesis in Planet Labs
How People Use Planet's Data: Civil Government
How People Use Planet's Data: Agriculture
