Investment Analysis and Reflections

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Lessons After an 80% Drawdown and Recovery
I revisit my learnings from 2022, provide an update on CVNA and CDLX's performance over the past year, and give a personal update
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Richard
7
2022 Reflections
I reflect on my journey thus far, mistakes that I made last year, and how I plan to adjust my process going forward
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Richard
6
Cardlytics – The Largest Advertising Platform You’ve Never Heard Of
Cardlytics is an emerging monopoly with privileged access to half of the purchase transactions in the US which it uses to deliver targeted card-linked…
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Richard
2
Olo: Building The Shopify For Restaurants
By empowering restaurants to own their digital future, Olo occupies a unique position in the huge but fragmented restaurant tech landscape
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Richard
4
GoodRx: Groupon or Google?
Can GoodRx build a sustainable business on top of drug discounts?
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Richard
9
Redfin Deep Dive
Redefining real estate in the consumer's favour
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Richard
GoodRx: The Frontdoor to Healthcare
By empowering health consumers to access affordable healthcare, GoodRx is becoming the first stop on any healthcare journey.
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Richard
1
Teladoc and Livongo - A Merger That Will Reshape The Healthcare Industry
The addition of Livongo's remote monitoring capabilities completes Teladoc's vision to establish a true end-to-end virtual care platform
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Richard
13
Investment Analysis and Reflections

Investment Analysis and Reflections

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