Archive - Jimmy's Journal

Quick Pitch #1: LVMH and its Monopoly-Like Assets

LVMH: the Crown Jewel of the luxury goods industry...

12 hrs ago •

Go Big or Go Home: Lessons from Soros and Druckenmiller

The high-stakes trade that brought down the pound and made financial history...

Jan 20 •

Amazon Logistics: Building the Moat of the Future

Deep dive into Amazon Logistics: Unlocking the future of supply chain dominance

Jan 17 •

The Next LatAm's 10-Bagger. VTEX ($VTEX) Deep Dive

Building the foundations of enterprise e-commerce for global growth...

Jan 15 •

The Most Important Thing: A Masterclass in Thoughtful Investing by Howard Marks

Insights on navigating markets with clarity and caution...

Jan 13 •

Metaverse is Not Dead. It's Thriving.

Driving innovation in AR, VR, and AI to shape the future of digital connectivity...

Jan 10 •

I'm Buying Uber. Here's Why: Uber Technologies, Inc. ($UBER) Deep Dive

Driving the future: why Uber is a compelling bet on mobility and delivery transformation

Jan 8 •

How to Find 10-Baggers: Lessons from Peter Lynch

Finding 10-Baggers: Key Investment Insights from Peter Lynch

Jan 6 •

What If I Were a Portfolio Manager? #2 Stellar Capital Management

Reflecting on 2024: Reviewing the Year and Introducing a New Portfolio Addition

Jan 5 •

Invite Your Friends to Read Jimmy's Journal

Spread the Word, Earn the Rewards: Join Jimmy's Referral Program!

Jan 4 •

December 2024

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