Recapping a Week in the Markets: Sept. 18 – Sept. 22
An Audio Dive into Unity, the Business Model, and Inept Management
Duolingo is a language-learning powerhouse on the path to transforming itself into a full education platform. Today’s episode dives into their products, balance sheet, and the potential investment opportunity behind Duolingo.
Recapping a Week in the Markets: Aug.25 – Sept.01
Every investor can, and should, learn from the greats. Their unique approaches to the market, their strategies, insights, and investing criteria are invaluable for investors looking to build, and improve, their own investment strategies. Today’s episode is going over some of the greatest investors in the game – the Mt. Rushmore of modern investing.
Find us on Substack – https://jaredleary.substack.com/
Diving into a company that’s revolutionizing drug and materials
discovery with machine learning & computational physics
Diving into a backbone play for every buzzword you can imagine – AI, cloud, data. You name it, Arista Networks is providing a picks and shovels approach to the space. A beautiful balance sheet meets an innovative and brilliant management team.
We’re diving into Planet Labs today – Planet is a company that revolutionized the business model for satellites with a new approach, which the visionary founders dubbed ‘agile aerospace’. The business builds mass-manufacturable, compact satellites that they have deployed in a constellation in orbit around Earth, providing daily imagery and detailed tasking capabilities to customers across a broad range of industries and use cases.
Unity provides an end-to-end platform for digital creators, from film to games to industry. They are a leading provider of some of the world’s most advanced creative technologies, helping to enable the creator economy in some of the fastest-growing and exciting markets.
Commodities have dictated the success or failure of civilizations for centuries. The commodity of our modern times takes a slightly different form – data is the new dominant resource, and is now shaping what many are calling the ‘Age of Information’. This episode dives into data, why it’s important, and some of the companies changing the way we interact with it.