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A deep dive into luxury brand management
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Thesis, risks, valuation and returns
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Dec 22: Updated to include my financial model at the end of the article
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Deep dive on Nvidia
5
Re-cutting the valuation, and my thoughts on the stock
29
Deep dive on Nvidia
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Deep dive on Nvidia
4
Deep dive on Zebra
6
Implications for returns going forward
Off to a good start, but here's to an even stronger 2022
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Plus a special podcast episode
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Punch Card Investor

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