Compounders

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

#58: Lemon8 & the Fragmentation of Search

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

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

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

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

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

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

#51: MSFT Earnings: Continued Azure Decel

#50: China Reopen: This Time, For Real

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

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