Sitemap - 2022 - Jonah’s Deep Dives on Small/Mid Caps
SBC (stock based compensation) spreadsheet
Interview with Libor Michalek, President of Affirm ($AFRM)
Talking Technicals -- December 18th
Deep dive writeup on Tesla ($TSLA)
Talking Technicals -- December 10th
Trading watchlist for tomorrow (12/9)
Deep dive writeup on Xometry ($XMTR)
Talking Technicals [part 3] -- December 4th
Talking Technicals [part 2] -- December 3rd
Talking Technicals [part 1] -- December 3rd
Interview with John Fieldly, CEO of Celsius ($CELH)
Interview with John Fieldly, CEO of Celsius ($CELH)
Deep dive writeup on Progyny ($PGNY)
Interview with Lucas Haldeman, CEO of SmartRent ($SMRT)
Talking Technicals -- November 26th
Some thoughts on CELH - Celsius
Podcast: Interview with Jared Isaacman, Founder & CEO of Shift4 ($FOUR)
Talking technicals - November 20th
Deep dive writeup on Rocket Lab ($RKLB)
Talking Technicals - November 12th
Deep dive writeup on Twilio ($TWLO)
Mini writeup on Facebook ($META)
Mini writeup on Autodesk ($ADSK)
Deep dive writeup on Duolingo ($DUOL)
Upcoming writeups and my current portfolio holdings
Deep dive writeup on Clear ($YOU)
Deep dive writeup on Xponential Fitness ($XPOF)
Mini writeup on MercadoLibre ($MELI)
Deep dive writeup on Procept BioRobotics ($PRCT)
Deep dive writeup on RumbleOn ($RMBL)
Next three writeups for paid subscribers
Deep dive writeup on ChargePoint ($CHPT)
Next writeup coming tomorrow or Thursday
Deep dive writeup on The Trade Desk ($TTD)
Deep dive writeup on Snowflake ($SNOW)
Deep dive writeup on Datadog ($DDOG)
Earnings analysis -- UBER ($UBER)
Deep dive writeup on Cloudflare ($NET)
Deep dive writeup on Shockwave Medical ($SWAV)
Deep dive writeup on Airbnb ($ABNB)
Deep dive writeup on Uber ($UBER)
Deep dive writeup on XPEL ($XPEL)
FinTwit Conference recordings for the presentations and panels
Deep dive writeup on Lantheus Holdings ($LNTH)
Deep dive writeup on STEM ($STEM)
Deep dive writeup on AST SpaceMobile ($ASTS)
Deep dive writeup on Berkshire Grey ($BGRY)
Deep dive writeup on CrowdStrike ($CRWD)
Interviews from last week: @MacroAlf + $KODK investment thesis
Deep dive writeup on Brilliant Earth ($BRLT)
Webcast recording for $KODK interview with Mike and Ben
Deep dive writeup on Shopify ($SHOP)
Interview with Mike B. about $KODK
Recording from interview with Alfonso Peccatiello (Alf)
Deep dive writeup on Shift4 Payments ($FOUR)
Deep dive writeup on Crocs ($CROX)
Webcast recording from March 18th: $DLO and $DOCN
Deep dive writeup on FIGS ($FIGS)
Deep dive writeup on MercadoLibre ($MELI)
The next webcast, my Stocktwits room and the new Substack app
Deep dive writeup on SmartRent ($SMRT)
Webcast recording from March 2nd
Deep dive writeup on IronSource ($IS)
Deep dive writeup on Matterport ($MTTR)
Deep dive writeup on InMode ($INMD)
Deep dive writeup on Silvergate ($SI)
Deep dive writeup on Digital Ocean ($DOCN)
Deep dive writeup on Micron ($MU)