Analyzing Riskified Ltd (RSKD), GAAP, chargebacks, and what we're going to do about Zillow.
Analyzing Arista Networks, Inc. (ANET), inventories, and bad pizza write offs.
Analyzing Proto Labs, Inc. (PRLB), account receivables, payables, and settling your restaurant tab.
Analyzing JPMorgan Chase & Co. (JPM), return on equity (ROE), and the smartest guy on wall street.
Analyzing Broadcom Inc. (AVGO), opex expense ratios, and focusing on future growth over the present.
Avoiding emotional investing with dollar cost averaging (DCA), the investor gap, adding to past positions.
Analyzing Activision Blizzard, Inc. (ATVI), dividends / dividend payout ratios, and making an outside call on negative news.
Analyzing Workiva Inc. (WK), price-to-earnings (P/E) and price-to-sales (P/S), and when to use them for fundamentals valuations.
Analyzing Zillow Group Inc. (Z/ZG), multiple share classes, and advertising/offering to change the real estate market.
Analyzing Unity Software (U), insiders and IPOs, mindshare as a qualitative factor, and how being like flash is good.
Analyzing Teledoc Health (TDOC), what is a market cap, the EDGAR archive at the SEC, and a first look at public filings 10-K, 10-Q, and balance sheets.
Background on the Fluctuating Tides podcast, winning with the index, what Tidal River Investments does and is going to do, and disclosure of initial positions.