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Discontinuous Disruption
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Jan 8, 2024
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Ryan Reeves
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Discontinuous Disruption
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Weekly Update March 31-April 4
Macro, TSLA, TMDX, and another watchlist co
Apr 4
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Weekly Update March 31-April 4
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Weekly Update March 24-28
TSLA all-hands, TMDX data, Watchlist, Monthly Summary/Conviction List
Mar 28
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Ryan Reeves
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Weekly Update March 24-28
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Oil and Gas Industry Notes
"If you really want to understand an industry, look at every company in that industry" - Stanle
Mar 25
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Ryan Reeves
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Oil and Gas Industry Notes
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Weekly Update March 17-21
TSLA news, TMDX conference, and another watchlist company
Mar 21
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Weekly Update March 17-21
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TransMedics Write-Up
Apr 5, 2024
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TransMedics Write-Up
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Netflix
Mar 4, 2023
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Ryan Reeves
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Netflix
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Resilience Series Part 1: TFF Group
Sep 12, 2023
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Ryan Reeves
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Resilience Series Part 1: TFF Group
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Duolingo
Feb 27, 2024
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Duolingo
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Business Breakdowns
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Oil and Gas Industry Notes
"If you really want to understand an industry, look at every company in that industry" - Stanle
Mar 25
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Ryan Reeves
7
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Oil and Gas Industry Notes
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Axon
Law enforcement multiplier
Jan 9
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Ryan Reeves
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Axon
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Paycom
How this payroll processor is betting on BETI and Richison
Aug 8, 2024
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Paycom
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Weekly Update March 31-April 4
Macro, TSLA, TMDX, and another watchlist co
Apr 4
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Weekly Update March 31-April 4
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Weekly Update March 24-28
TSLA all-hands, TMDX data, Watchlist, Monthly Summary/Conviction List
Mar 28
•
Ryan Reeves
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Weekly Update March 24-28
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Weekly Update March 17-21
TSLA news, TMDX conference, and another watchlist company
Mar 21
1
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Weekly Update March 17-21
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