Hims is a highly differentiated consumer healthcare brand that is vertically integrated, highly efficient, and creative in marketing, differentiated, and pioneering the pathway towards truly affordable and accessible healthcare.
We learn how Ginkgo is building a platform for agricultural innovation
I share my thoughts on portfolio construction, position-sizing and diversification.
We look at the SaaS industry as a whole and find GARP businesses.
Both Opendoor and Offerpad released their earnings today, and I wanted to do a brief comparison about who among them is the better operator.
The cloud promise is getting fulfilled by a few key new generation SaaS businesses. Some of the examples are Asana, Amplitude, and Freshworks.
Freshworks is the OG PLG pioneer and their underlying Neo platform will power high growth for them for the next decade. They have an incredibly differentiated culture, team, mission, and strategy that I believe will lead to huge success.
Palantir is focused on delivering Exceptional Enterprise Software for businesses to run their daily operations, gain insights from their operations and develop a meaningful competitive advantage by harnessing the power of Data and execution.
We look at Amazon's 2021 Shareholder Letter and Learn about Amazon's "Iterative Innovation Playbook"
Asana is critical for business success and powering a competitive advantage for their customers. They have a strong moat with network effects and switching costs along with a strong vision, culture, and team.