The 500 Hour Project

Roku Finale: 20%-50% IRRs

Roku’s FAST Cash Flow

Stuck in the Middle with (Rok)U

Digital Turbine Part I - Sketchy Past, Bright Future?

Update Post on $INDV, $CDLX and $MYPS

Emerging Themes from Emerging Managers (and some veterans) - 2Q21

Playstudios ($MYPS) – Priced for catastrophe, gambling that its not so bad

Cardlytics – Monopolizing an Evolving Adtech Niche

First Post of 500 Hours Project! - Indivior ($INDV)