Compounders

Vertical Future Series I - Rise of the “Forgotten” Industries

The Why Question: This past winter, a few friends and I spent the new year in New Mexico.

May 9, 2023 • 

Compounders

11

April 2023

#58: Lemon8 & the Fragmentation of Search

04.23.2023

Apr 23, 2023 • 

Compounders

4

1

March 2023

#57: Okta Update: Re-Examing Fundamentals after the Storm

03.26.2023

Mar 26, 2023 • 

Compounders

2

#56: Recommendation Engine: The Catalyst or Inhibitor of Human Progression

03.19.23

Mar 19, 2023 • 

Compounders

4

February 2023

#55: Opendoor Earnings: No yet an inflection point, one step at a time

02.26.23

Feb 26, 2023 • 

Compounders

4

#54: Long Weekend Retro: The When and How of VC Timing

02.20.2023

Feb 20, 2023 • 

Compounders

4

#53: MSFT vs. GOOGL: Is it another AI hype or the iPhone moment in technology?

02.12.2023

Feb 12, 2023 • 

Compounders

2

#52: BILL Earnings: Are We out of the Woods?

02/05/2023

Feb 5, 2023 • 

Compounders

6

January 2023

#51: MSFT Earnings: Continued Azure Decel

01/29/2023

Jan 29, 2023 • 

Compounders

7

#50: China Reopen: This Time, For Real

01/22/2023

Jan 23, 2023 • 

Compounders

4

#49: Shaking up the Media Empire: Disney's Proxy Fight

01/15/2023

Jan 15, 2023 • 

Compounders

3

#48: Sailing into the Uncharted: Compounders Prediction on 2023

1.10.2023

Jan 10, 2023 • 

Compounders

5