Investment Case

Investment Case

SoFi Deep Dive

SoFi aims to be the one-stop shop for consumer financial needs, with an owned tech stack that it also sells to customers like Robinhood and H&R Block. While it started as a student loan company, it now offers a full line of core financial services and lending products.

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Investment Case

SoFi Deep Dive

Detailing the business model, prospects and risks of a banking disruptor.

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Investment Case

More Thoughts on CrowdStrike (CRWD) & A New Investment Case

Further Contemplating the CrowdStrike Incident & Opening a New Position on Monday

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Investment Case

Starbucks Investment Case

a condensed view of the coffee giant's prospects

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Deep Dive

The American Cannabis Regulatory Environment

A detailed look into the implications of cannabis politics.

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