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The Technology S-Curve
In a world where tech breakthroughs can reshape entire industries, predicting how and when an innovation will take off is a critical...
J
Mar 255 min read


Investor AB (INVE-B) ─ The Swedish Portfolio Linchpin
"To move from one peak to the next, you must first descend into the valley." - Marcus Wallenberg (Former Chairman, Investor AB) NOTE:...
J
Mar 610 min read


DeepSeek Shows the Continued Commoditization of LLMs, as Predicted
In my previous extensive notes ( Part 1 and Part 2 ) on Palantir ($PLTR), I articulated a core thesis: large language models (LLMs) are...
J
Feb 43 min read


6 Basic Commercial Insights
These are just a few quick notes and insights about business' and behaviors, based on everyday observations and some professional...
J
Jan 167 min read


The Next Transformational Frontier After AI: Quantum Computing
I’m definitely no expert in quantum computing or physics. I'm just someone who’s generally very curious and a decent reader, with a knack...
J
Jan 914 min read


Palantir + Ferrari in Formula 1
In earlier deep-dive notes, Part 1 and Part 2 , I've tried to do my best in conveying the fact that Palantir ($PLTR) is a special...
J
Dec 3, 20241 min read


DCA: A Simple but Quite Effective Strategy for Retail Investors
Investing in the stock market can often feel like a daunting task. Prices rise and fall unpredictably, and market volatility can test the...
J
Nov 22, 20243 min read


Why Tesla's Q3 Report is Significant
By the time the US stock exchanges closed on October 24th, the Tesla ($TSLA) share price had increased almost 22% compared to the...
J
Oct 27, 20243 min read

![[Part 2/2] An In-Depth Note on Palantir Technologies ($PLTR) ─ The Next Nvidia?](https://static.wixstatic.com/media/a1dcf3_21256258e5a34bbe8d6dc7bccecfd0b0~mv2.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_avif,quality_auto/a1dcf3_21256258e5a34bbe8d6dc7bccecfd0b0~mv2.webp)
[Part 2/2] An In-Depth Note on Palantir Technologies ($PLTR) ─ The Next Nvidia?
Update: Changes to the Excel models, due to a slight calculation error. Updated on October 22nd. An analysis of $PLTR and the future...
J
Oct 21, 202417 min read


The "We Robot" Event and the Misconception About Tesla ($TSLA)
The "We Robot" Event and the Misconception About Tesla
J
Oct 13, 20245 min read

![[Part 1/2] An In-Depth Note on Palantir Technologies ($PLTR) ─ The Unique Disruptor](https://static.wixstatic.com/media/a1dcf3_d4f232bd2cd744148badd2e2e56213bd~mv2.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_avif,quality_auto/a1dcf3_d4f232bd2cd744148badd2e2e56213bd~mv2.webp)
[Part 1/2] An In-Depth Note on Palantir Technologies ($PLTR) ─ The Unique Disruptor
Why Palantir is an Extraordinary Company (and Quite Controversial..) So, where do I start with this note? I want to start with being...
J
Oct 2, 202419 min read


US Fed Rate Cuts: The Beginning of a Slight Rotation to Small-Cap Stocks?
As I (and the wider financial markets) anticipate interest rate cuts by the Federal Reserve, small-cap stocks might be poised for a...
J
Sep 20, 202412 min read

"Over the Next 12 months, Investors Should be Pretty Confident" - Tom Lee
Tom Lee, the Managing Partner at Fundstrat Global Advisors, is feeling good about the stock market's prospects for the next year. In a...
J
Sep 18, 20242 min read


Indian Stocks: Overvalued or the Perfect Spice for Your Portfolio?
O ver the past decade, India has emerged as a global economic force; boasting impressive growth, a rapidly increasing middle class, and a...
J
Sep 13, 20246 min read

Some Great Alternative Indices to Keep on Your Radar
As mentioned in a previous post , as part of the new FinanceHub , there's a new Market Overview page. This page is designed to provide...
J
Sep 8, 20244 min read

Introducing the FinanceHub: Stay Updated with "Market Overview"
Hello, everyone! I'm excited to introduce the new FinanceHub  on the website. FinanceHub will be a support tool with finance-related...
J
Sep 6, 20241 min read


Market Dip to be Expected Before US Election on November 5th?
A Financial Market Outlook up to US Presidential Election and Beyond The month of August has been volatile, to say the least....
J
Sep 4, 20243 min read

Investor or Trader: Know What You Are
The first thing any person who is active on the financial markets should ask him-/herself is the following: Am I an investor or a trader?...
J
Sep 3, 20243 min read

Hello World, This is the First Post
Hey everyone, Jakob here! Welcome to my very first blog post. I'm just a regular guy, nothing too fancy – except maybe my interest in the...
J
Sep 2, 20241 min read
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