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Fintech Rivalries, AI’s Dead End, and Market Forces: Snap Judgments on Salesforce, PayPal, Adobe, Wise vs. Stripe, and Adyen
In this episode, Ruki and Andrew join the show.
6 hrs ago
•
Rene
1
1:34:37
Timing the Market or Owning the Business? The Eternal Investor’s Dilemma
An investing parable on one of investing’s oldest debates
Oct 1
•
Rene
3
3
September 2025
Further Regulation in the Chinese Brokerage Space! My Assessment of the Latest Headwind
Is Tiger Broker’s Growth at Risk?
Sep 25
•
Rene
5
How I Built My Investing Dashboard on Koyfin (And Why It Changed My Process)
My One-Click System for Analyzing Any Stock (Step by Step with Examples)
Sep 23
•
Rene
7
1
Duolingo vs. the Translation Machines – Will AI Kill Language Learning & If So, When?
How Meta’s big reveal reframes the risk – and why the green owl isn’t dead yet
Sep 20
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Rene
5
Nathan's Famous: A Royalty Machine at 12x EBIT Masquerading as a Commodity Business
When Predictable Cash Flows + a Potential Sale Creates Lots of Upside (with Limited Downside)
Sep 19
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Rene
1
Edenred’s Collapse: More Bad News, Worse Sentiment, and What Comes Next
A closer look at the recent storm clouds weighing on Edenred’s stock
Sep 13
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Rene
5
Brockhaus Technologies and the Fragile Foundation of Policy-Driven Demand
Updated Thoughts on the Brockhaus Technologies Story
Sep 12
•
Rene
2
2
Portfolio Update: Adding to Two Positions & One New Buy
I’m back to being fully invested.
Sep 7
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Rene
5
5
[FREE] The Two Faces of Conviction: Speed, Patience, and What Really Wins in Markets
Shoot First or Study Forever?
Sep 6
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Rene
11
Tiger Brokers: Early Innings in a Massive TAM? – 13x Earnings, 59% Revenue Growth
Why I Think Tiger Brokers Has Much More Room to Run
Sep 5
•
Rene
8
1
August 2025
Nvidia at 8%, Should You Buy ATHs?, FCF + Growth, and a Look at Crocs, Lulu, Adobe & Novo
Listen now | In this episode, we dive into the big questions shaping today’s market – from Nvidia climbing to 8% of the S&P 500 to whether buying at…
Aug 29
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Rene
6
1:15:03
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