My recent large cap deep dives: Unity, Palantir, Expedia, Spotify

Two months ago I launched a Substack newsletter dedicated to large cap deep dives… last night I sent out part 2 of my Unity (U) deep dive.

All of these deep dives are behind a paywall which means you’ll need to be a paid subscriber for $20/month or $200/year but that also gets you full access to my investment portfolio (up 70.3% YTD), my investment models and my daily webcasts.

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Here’s my Unity (U) deep dive…

Part 1: Deep dive on Unity Software ($U)

Part 2: Deep dive on Unity Software ($U)

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Here’s my Palantir (PLTR) deep dive…

Part 1: Deep dive writeup on Palantir ($PLTR)

Part 2: Deep dive writeup on Palantir ($PLTR)

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Here’s my Expedia (EXPE) deep dive…

Part 1: Deep dive writeup on Expedia ($EXPE)

Part 2: Deep dive writeup on Expedia ($EXPE)

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Here’s my Spotify (SPOT) deep dive…

Part 1: Deep dive writeup on Spotify ($SPOT)

Part 2: Deep dive writeup on Spotify ($SPOT)

Have a great weekend,

~Jonah