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Before the Analysis: Kraken Robotics
Brief notes on my research thus far
Dec 6
•
Jacob B
16
2
2
Novo Nordisk Isn't A Quality Company
A brief industry breakdown of Novo Nordisk (NVO). Great valuation, exceptional fundamentals, but qualitatively mediocre at best
Oct 17
•
Jacob B
38
2
9
Theses: Amazon (AMZN) and American Express (AXP)
Two quality compounders, and why to own them
Oct 1
•
Jacob B
24
6
5
Smartphones Are Dominant. Smartglasses Will Change That (Maybe)
Smartglasses are on track to become the new smartphone.
Sep 19
•
Jacob B
17
6
Brand Power < Distribution
The Nestea case study: why stocks with great brands lose against those with great distribution
Sep 10
•
Jacob B
15
2
2
Circle Internet Group, Before the Analysis
Pre-stock analysis: I got ahead of myself. But here's what I have so far.
Jul 23
•
Jacob B
18
2
Tesla V1
Even beyond valuation, it's not the best bet
Jun 6
•
Jacob B
12
4
3
Thesis: Google (GOOGL, GOOG)
An inevitable AI winner
May 23
•
Jacob B
23
3
4
Quantum Chips, Explained
A brief deep dive into a growingly important tech innovation
Feb 28
•
Jacob B
12
Totalled Cars, Pristine Profits
The car company you've never heard of growing 20%+
Oct 28, 2024
•
Jacob B
and
Summit Stocks
9
2
Just Google It
Google is undervalued, and here's why
Oct 14, 2024
•
Jacob B
17
6
3
Don't Leave Home Without It
An underappreciated compounder ready to perform
Jul 11, 2024
•
Jacob B
9
2
1
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