Deep dive on Nvidia
19
7
Deep dive on Nvidia
27
4
Deep dive on Zebra
12
5
Implications for returns going forward
13
Off to a good start, but here's to an even stronger 2022
12
6
Plus a special podcast episode
6
3
Deep dive on Sea Limited
12
22
Deep dive on Sea Limited
11
2
Deep dive on Sea Limited
11
7
Deep dive on Sea Limited
13
22
Deep dive on TTWO, a compelling long term gaming investment
11
Some thoughts on its rather mixed quarter
4