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

January 2023

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

August 2022

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

February 2022

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

September 2021

GoodRx: Groupon or Google?
Can GoodRx build a sustainable business on top of drug discounts?
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Richard
9

July 2021

Redfin Deep Dive
Redefining real estate in the consumer's favour
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Richard

November 2020

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

August 2020

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

July 2020

My Story
Who am I and how did I get started?
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Richard
22
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