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CF Industries
Reflections, learning, and lessons from the past
Jan 5
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CF Industries
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November 2023
Type 2 Fun and Investing Lessons
$CRWD, $JD, $AMZN, $GOOG
Nov 28, 2023
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Type 2 Fun and Investing Lessons
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August 2022
Progyny
Ample tailwinds, debatable moat
Aug 26, 2022
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Progyny
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May 2022
Carvana Other GPU
Digging In
May 31, 2022
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Carvana Other GPU
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March 2022
Anaplan goes private
Looking at the metrics
Mar 25, 2022
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Anaplan goes private
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January 2022
Ballast Cannibals
GOOG, BRKB, NVR
Jan 12, 2022
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Ballast Cannibals
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October 2021
Redfin - Take the red pill?
The brutally honest and entertaining Glenn Kelman, long-time CEO of Redfin, gave a TedX talk in 2013 called Take the Red Pill. The premise covers how he…
Oct 13, 2021
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Redfin - Take the red pill?
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May 2021
Crowdstrike
SAAS Unit Economics & Valuation Exploration
May 24, 2021
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Crowdstrike
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April 2021
Working on the Railroad
Buffett, History, Competition, Future Returns
Apr 30, 2021
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Working on the Railroad
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Sutherland Woods Capital
A personal compounding journey
Apr 23, 2021
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