Deep dives into fundamentals, incentives, and data that actually move markets.
Analysis
Feb 10, 2026
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4 min read
ServiceTitan: The OS for the Trades (and Why AI Makes It Stronger, Not Weaker)
Jan 6, 2026
5 min read
What this story looks like when you stop calling it a drone company
Jan 5, 2026
6 min read
Why this partnership matters — and why most people will still misread it
Dec 31, 2025
Why ROI beats narratives every time
Dec 29, 2025
Where the next regime shift could happen—and how I’m positioning before it shows up in the tape
Enterprise automation doesn’t win by being the fastest. It wins by getting deployed.
Dec 25, 2025
They bought optionality — and that changes how I think about AI infrastructure stocks
Dec 24, 2025
2 min read
Why collapsing accident risk is structurally bullish for Lemonade and brutal for legacy insurers
Dec 23, 2025
7 min read
A post-hype automation leader the market stopped paying attention to
Nov 12, 2025
8 min read
While everyone’s chasing hype, Zeta quietly launched the one AI tool that might actually drive revenue — and Wall Street’s still asleep at the wheel.
Nov 6, 2025
Short-Term Target: $50 | Long-Term Target: $100+
Aug 6, 2025
3 min read
Everyone laughed at $LMND at $10. Now they’re scrambling to understand it at $50.
Jul 30, 2025
The world is changing fast. We’re positioning faster.
Investing Lessons
+1
Jul 7, 2025
It’s not sexy. It’s not trendy. But it’s quietly one of the most powerful valuation signals in the game.
Jul 3, 2025
Less reinsurance. More risk. Higher upside.
Jul 2, 2025
Wall Street is three years late, again.
