Archive - Caffeinated Memos

CM #5: A quick investing tour through the One Big Beautiful Bill

It's big all right

Jul 4 •

Caffeinated Memos

1

June 2025

CM #4: The next ad giant is McLovin?

Why Applovin can be a $500B company

Jun 19 •

Caffeinated Memos

4

CM # 3: It's time for LiDAR

The sub-$1B MC company at the center of the autonomous revolution?

Jun 1 •

Caffeinated Memos

1

March 2025

CM#2: Does money grow on trees?($TREE)

Why the current macro leads to an opportunity in LendingTree

Mar 30 •

Caffeinated Memos

1

February 2025

CM #1: Sports Betting, Kalshi, and what's ahead for DraftKings?

New CFTC leadership could create headwinds

Feb 15 •

Caffeinated Memos

1

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