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Superyachts for the Rest of Us
How to own a slice of the world's most exclusive industry without owning the boat
Jun 30
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Emil
4
6
2
The Second-Order Winners of the 2026-2027 IPO Wave
Mega-cap tech liquidity will flow through the same pipes that already sit at the center of public markets, yet valuations still price the pipes as if…
Jun 17
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Emil
2
1
AI Agents Need a Home (SaaS)
The same shift that kills seat-based revenue concentrates value inside the platforms that already own governance, memory, and workflow.
Jun 11
•
Emil
5
2
Haypp Group Web Traffic Breakdown
More Explosive Signs in the Data · MAY 2026 · $HAYPP
Jun 8
•
Emil
3
2
Market Update and the Stocks I Follow
These violent delights have violent ends
Jun 6
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Emil
3
May 2026
The Finnish Bottleneck Plays
Four overlooked names sitting on the same chokepoints the rest of the market is already paying up for.
May 28
•
Emil
5
1
Execution Memo No. 13
New position - The value investor's AI bottleneck play
May 27
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Emil
2
Innventure and the Data Center Cooling Bottleneck
All my research into $INV so far, in one place
May 26
•
Emil
8
1
Haypp Group Web Traffic Breakdown
Explosive Signs in the Data · April 2026 · $HAYPP
May 18
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Emil
2
1
Similarweb Earnings Recap: AI and NRR Hope
Similarweb Earnings Recap: AI and NRR Hope
May 13
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Emil
1
Hims & Hers Earnings Recap: Q1 FY2026; Soft Print, Raised Guide
Q1 FY2026 saw a narrow revenue miss and sharp EPS drag from restructuring charges, but my pre-earnings model beat consensus with a 1.12% MAPE.
May 12
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Emil
1
Haypp Group: Deep Dive 2026
The Nicotine Pouch King Transcending E-commerce $HAYPP
May 11
•
Emil
6
3
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