Blog

  • Theme Parks: Deep Dive

    Intro Business Overview History SeaWorld Bulls Bears Key Metrics Conclusion Intro In 2009, Blackstone made one ...
  • Concert Industry Deep Dive

    Concert Industry Deep Dive Intro/Concerts Ticketmaster Business Overview Competitors Post-Covid Rebound Regulatory Concerns Bulls Bears ...
  • Online Travel Agency Deep Dive

    Intro Universe Travel Agencies Booking Holdings Attractive Positioning Bulls Bears Conclusion Intro Did you know that a...
  • A Twilio Tale

    Outline: Intro What is Twilio? What is the Bull Case for Twilio? Valuation and Wall St Sentiment Risks Conclusion Intro Twilio...
  • Solar Soirée

          Outline: Intro Solar Sector Bull Case Solar Sector Bear Case How to Play Solar? First Solar SunPower JinkoSolar In...
  • Nuclear Dilemma

    Outline: Intro How is Nuclear Energy Generated? Benefits Drawbacks Current State of the Industry Companies to Watch Southern Company Ca...
  • Internet Only Goes Up

    Outline: Intro Industry Equinix Intro Bull Case Risks Valuation/ Key Metrics Conclusion Intro Why do big players on Wall S...
  • Luxury is Winning

    Outline: Intro Industry LVMH Intro Bull Case Catalysts Risks Valuation/ Key Metrics Conclusion Intro Last week, Elon gifte...
  • How to Play ESG?

    Outline: Intro ESG Investing - What is it? ESG Universe How to Play ESG? Brookfield Renewable Partners (BEP) Engine No. 1 – ...
  • Explain Crypto Like I'm 5

    Outline: Intro What Exactly is Crypto? Crypto Universe How to Play Crypto? Bitcoin Ethereum Tether Bull Case Bear Case Conclusion ...
  • Working from Wherever

    Outline: Intro Real Estate Market How to play the rental real estate market? Airbnb ($ABNB) Bull Case Bear Case Catalysts Key Metrics/Va...
  • Beach Bod Season

         Outline: Intro Health & Fitness Universe Playing the Space Planet Fitness Peloton Conclusion Intro Su...