Sitemap - 2023 - 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