Browse Public Investment Memos
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Public Investment Memos
4 results| Ticker | Title | Author | Created | Decision | Views | Actions |
|---|---|---|---|---|---|---|
| META |
Expansion Update: I’m Now in the Business of Selling Your Attention (META)
|
Brad | 2025-04-28 | Buy | 440 | View |
| GOOGL |
Just expanded my biz into the global search industry. My competitors: Bing and that duck. (GOOGL)
|
Brad | 2025-04-28 | Buy | 313 | View |
| ADBE |
Adobe Inc (ADBE): Too much risk from generative AI?
|
Brad | 2026-01-02 | Sell | 40 | View |
| LRN |
Stride Inc (LRN): Is the Enrollment Engine Broken... or Just Jammed?
|
Brad | 2026-01-26 | Buy | 11 | View |