top of page

STAY IN THE KNOW & SUBSCRIBE FOR FREE
Receive a notification when a new note has been released!


Mini Stock Notes: Five $10B+ Companies I Like Right Now
Five companies with a market cap over $10B that I like the look of right now based on a mix of current valuations and long-term fundamentals.
J
May 45 min read


Investor AB (INVE-B) ─ The Swedish Portfolio Linchpin
"To move from one peak to the next, you must first descend into the valley." - Marcus Wallenberg (Former Chairman, Investor AB) NOTE:...
J
Mar 610 min read


Palantir + Ferrari in Formula 1
In earlier deep-dive notes, Part 1 and Part 2 , I've tried to do my best in conveying the fact that Palantir ($PLTR) is a special...
J
Dec 3, 20241 min read


Why Tesla's Q3 Report is Significant
By the time the US stock exchanges closed on October 24th, the Tesla ($TSLA) share price had increased almost 22% compared to the...
J
Oct 27, 20243 min read
![[Part 2/2] An In-Depth Note on Palantir Technologies ($PLTR) ─ The Next Nvidia?](https://static.wixstatic.com/media/a1dcf3_21256258e5a34bbe8d6dc7bccecfd0b0~mv2.jpg/v1/fill/w_333,h_250,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/a1dcf3_21256258e5a34bbe8d6dc7bccecfd0b0~mv2.webp)
![[Part 2/2] An In-Depth Note on Palantir Technologies ($PLTR) ─ The Next Nvidia?](https://static.wixstatic.com/media/a1dcf3_21256258e5a34bbe8d6dc7bccecfd0b0~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_avif,quality_auto/a1dcf3_21256258e5a34bbe8d6dc7bccecfd0b0~mv2.webp)
[Part 2/2] An In-Depth Note on Palantir Technologies ($PLTR) ─ The Next Nvidia?
Update: Changes to the Excel models, due to a slight calculation error. Updated on October 22nd. An analysis of $PLTR and the future...
J
Oct 21, 202417 min read


The "We Robot" Event and the Misconception About Tesla ($TSLA)
The "We Robot" Event and the Misconception About Tesla
J
Oct 13, 20245 min read
![[Part 1/2] An In-Depth Note on Palantir Technologies ($PLTR) ─ The Unique Disruptor](https://static.wixstatic.com/media/a1dcf3_d4f232bd2cd744148badd2e2e56213bd~mv2.jpg/v1/fill/w_333,h_250,fp_0.50_0.50,q_30,blur_30,enc_avif,quality_auto/a1dcf3_d4f232bd2cd744148badd2e2e56213bd~mv2.webp)
![[Part 1/2] An In-Depth Note on Palantir Technologies ($PLTR) ─ The Unique Disruptor](https://static.wixstatic.com/media/a1dcf3_d4f232bd2cd744148badd2e2e56213bd~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_avif,quality_auto/a1dcf3_d4f232bd2cd744148badd2e2e56213bd~mv2.webp)
[Part 1/2] An In-Depth Note on Palantir Technologies ($PLTR) ─ The Unique Disruptor
Why Palantir is an Extraordinary Company (and Quite Controversial..) So, where do I start with this note? I want to start with being...
J
Oct 2, 202419 min read
bottom of page