The 500 Hour Project

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Stuck in the Middle with (Rok)U
Part 1 of a 3 Part Series on $ROKU
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Roku Finale: 20%-50% IRRs
Part III of III
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4
Roku’s FAST Cash Flow
Part II of III
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A Man In A Basement
Digital Turbine Part I - Sketchy Past, Bright Future?
4th post of the 500 hour project
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A Man In A Basement
Update Post on $INDV, $CDLX and $MYPS
A homerun, a single and a balk
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A Man In A Basement
Emerging Themes from Emerging Managers (and some veterans) - 2Q21
Synopsis from reading 117 Investor Letters (and counting)
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A Man In A Basement
Playstudios ($MYPS) – Priced for catastrophe, gambling that its not so bad
Playstudios ($MYPS) – Priced for catastrophe, gambling that its not so bad
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A Man In A Basement
Cardlytics – Monopolizing an Evolving Adtech Niche
2nd Post of 500 Hours Project
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A Man In A Basement
The 500 Hour Project
The 500 Hour Project
10 Investment Ideas x 50 Hours DD each over 1 year

The 500 Hour Project

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