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Duolingo Update: Is the Moat Eroding?
Every time AI makes headlines in translation or education, Duolingo ($DUOL) sells off and I’m pretty tired of it.
Sep 20
•
Mitchell Martan
2
$TMDX CEO Spotlight: My Thoughts
The Doctor Who Refused to Accept the Status Quo
Sep 5
•
Mitchell Martan
1
August 2025
Quick Clarification on Billing
Dear Subscribers,
Aug 30
•
Mitchell Martan
2
Market Update: My Thoughts On The Names I’ve Touched On
I wanted to take a moment to update you all on a handful of names I’ve written about before.
Aug 28
•
Mitchell Martan
5
Where I See Markets Headed Into Year-End And 2026
Over the past few weeks, I’ve been asked the same question by friends, investors, and readers: “Where do you think markets are going?” And in my…
Aug 27
•
Mitchell Martan
3
$FOUR Value And Growth Hiding In Plain Sight?
Introduction
Aug 20
•
Mitchell Martan
2
1
Why I Think This Stock Is One of the Rarest Opportunities I’ve Ever Seen
I don't usually chase a stock after it’s already made it’s massive move.
Aug 13
•
Mitchell Martan
Nebius Q2 2025 Earnings Review:
Q2 was the kind of quarter that forces the market to rethink what Nebius actually is.
Aug 11
•
Mitchell Martan
1
Post Earnings Recap: First Up $TMDX
When I first started following TransMedics ($TMDX), I saw a compelling story about a disruptive medical device.
Aug 9
•
Mitchell Martan
1
$GLXY Earnings Thoughts – Still Bullish, Just Needs Execution
Galaxy Digital's stock traded down around 6.9% today to $26.88 a reaction that seems to miss the forest for the trees in my opinion (favourite…
Aug 5
•
Mitchell Martan
4
July 2025
Earnings This Week: What I’m Watching
Yet another volatile week is likely coming up for the market and theres a slew of big earners set to report.
Jul 27
•
Mitchell Martan
1
Galaxy Digital $GLXY: From Crypto Roots to AI Powerhouse
Big Changes at Galaxy Digital
Jul 24
•
Mitchell Martan
3
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