Secret Capital
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Brief thoughts on Monster Beverage, one of the most successful stocks of all time, which has rewarded shareholders with a 61,738% return since going public in 1985, or 20.2% CAGR.$MNST
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Thread on $Roku: The Gatekeeper to Modern Television(the most interesting puzzle I've looked at since Shopify) Roku is the market leader in the streaming TV industry, with 43M accounts. The
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Case Study on Facebook $FB-Business Model and Value-add to Advertisers-Macro tailwinds-The eCommerce Opportunity-Call Options Facebook develops products that enable people to connect with friends and family through mobile devices, personal
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