Archive - Investing City

Weekly Update July 22-25

Let’s get right into it!

Jul 26

Weekly Update July 15-19

NET/ALAR hedge, TMDX tracking, 2 Top Watchlist Companies

Jul 19

Weekly Update July 8-12

AppLovin', TMDX scuttlebutt, NU currency fluctuations, and NET/ALAR hedge

Jul 12

Ep. 114 - AppLovin' Business Breakdown

Listen now | Thank you so much for listening, we really appreciate you. We're trying something a little different today. I'll be reading our latest…

Jul 11 •

21:34

The adtech benefitting from AI and the failure of competition

Jul 8

Weekly Update July 1-5

IC videos, TSLA deliveries, Q2 letter, and insurance research

Jul 5

Infuse Partners LP Q2 2024 Letter

Jul 2 •

June 2024

Weekly Update + June Month End

Podcast + videos, TSLA AI5, AXON drones, Monthly Summary, and Conviction List

Jun 28

Ep. 113 - Ryan Krueger: The Dividends of Observation

In this conversation, we cover:

Jun 27 •

49:28

Weekly Update June 17-21

TMDX video, NU incumbent, TSLA master plan, SOWG details

Jun 21

Ep. 112 - StockNovice: Trends are Friends

In this conversation, we cover:

Jun 20 •

43:55

Weekly Update June 10-14

Insurance podcast, Tesla comp plan, and anchoring bias

Jun 14

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