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The 500 Hour Project
10 Investment Ideas x 50 Hours DD each over 1 year
By A Man In A Basement
· Launched 2 years ago
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Stuck in the Middle with (Rok)U
Part 1 of a 3 Part Series on $ROKU
A Man In A Basement
Feb 3, 2022
3
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Stuck in the Middle with (Rok)U
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Roku Finale: 20%-50% IRRs
Part III of III
A Man In A Basement
Feb 10, 2022
3
4
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Roku Finale: 20%-50% IRRs
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Roku’s FAST Cash Flow
Part II of III
A Man In A Basement
Feb 8, 2022
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Roku’s FAST Cash Flow
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Digital Turbine Part I - Sketchy Past, Bright Future?
4th post of the 500 hour project
A Man In A Basement
Jan 7, 2022
3
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Digital Turbine Part I - Sketchy Past, Bright Future?
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Update Post on $INDV, $CDLX and $MYPS
A homerun, a single and a balk
A Man In A Basement
Nov 4, 2021
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Update Post on $INDV, $CDLX and $MYPS
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Emerging Themes from Emerging Managers (and some veterans) - 2Q21
Synopsis from reading 117 Investor Letters (and counting)
A Man In A Basement
Aug 16, 2021
2
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Emerging Themes from Emerging Managers (and some veterans) - 2Q21
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Playstudios ($MYPS) – Priced for catastrophe, gambling that its not so bad
Playstudios ($MYPS) – Priced for catastrophe, gambling that its not so bad
A Man In A Basement
Aug 9, 2021
1
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Playstudios ($MYPS) – Priced for catastrophe, gambling that its not so bad
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Cardlytics – Monopolizing an Evolving Adtech Niche
2nd Post of 500 Hours Project
A Man In A Basement
Jul 29, 2021
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Cardlytics – Monopolizing an Evolving Adtech Niche
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