Equity Research

Oct 11, 2023
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I will assort here a collection of research I have written on select companies for easier navigation. This is not an exhaustive list.

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Coursera, EdTech going viral.

Philoinvestor
·
October 26, 2021
Coursera, EdTech going viral.

Coursera is the world’s leading online learning platform. It was founded in 2011 and floated in March 2021. Coursera is a platform type business, making it difficult to assess from the investor’s perspective. The Coursera business model is based on three separate offerings; Consumer, Enterprise and Degrees.

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Wayfair is taking over the Home.

Philoinvestor
·
March 2, 2022
Wayfair is taking over the Home.

Pictured above are Niraj Shah and Steve Conine, the co-founders of Wayfair. The two became close friends at Cornell and created the business plan for what today is Wayfair. Out of university they founded other technology related businesses which gave them skills and experience before finally taking their final step.

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Valaris, literally striking oil.

Philoinvestor
·
October 18, 2021
Valaris, literally striking oil.

UPDATE: I wrote an update on the company in March 2023 here. And then another one here.

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Avon Protection.

Philoinvestor
·
November 14, 2021
Avon Protection.

World leading ballistic and respiratory protection business hit with glitch Avon Protection announced Friday morning that they will be proceeding with a strategic review of their Body Armour business. The wording of the announcement was rather painful😢

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Duolingo, platformizing learning.

Philoinvestor
·
April 12, 2022
Duolingo, platformizing learning.

Become a Philoinvestor. “Our mission is to develop the best education in the world and make it universally available.” Duolingo is a language+ learning platform which uses gamification to make users more engaged; and allows them to learn easier and faster while using big data analysis and machine learning to make learning more effective.

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NETFLIX: Content is King but distribution is God.

Philoinvestor
·
May 14, 2022
NETFLIX: Content is King but distribution is God.

Netflix was founded by Reed Hastings (“Reed”) and Marc Randolph in 1998. They started as a DVD-by-Mail service, later pivoting to a subscription model. By 2000 Netflix was suffering losses forcing the founders to sell. They chased the CEO of Blockbuster, the biggest video rental chain at the time, for a meeting.

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Printing Money at RCI Hospitality Holdings (RICK)

Philoinvestor
·
June 15, 2022
Printing Money at RCI Hospitality Holdings (RICK)

On May 29th I announced on Twitter that I would be writing about RCI. What I didn’t know was that The Bear Cave planned to write about RCI too, but through a negative light.. 🤔 In order to create anticipation, this is how Edwin Dorsey came out announcing his next report.

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Vermilion Energy (VET)

Philoinvestor
·
August 10, 2022
Vermilion Energy (VET)

Philoinvestor is an investment and lifestyle newsletter. Most of the content is free. Foreword Vermilion Energy, trading in Toronto and New York, is a Canadian Oil & Gas company established in 1994. The company has gone through a number of ups and downs, even once converting into a trust and then converting out of it!

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This is a Netflix world, and we are all living in it. Part #1

Philoinvestor
·
September 16, 2023
This is a Netflix world, and we are all living in it. Part #1

Don’t just stare - SHARE! 🦉 I see you there just lurking and not sharing… 😤 The Philoinvestor referral program has been launched. Start referring your friends and get complimentary subscriptions now. See what others had to say about Philoinvestor here

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Updates & Review - Megapost Part #1

Philoinvestor
·
June 3, 2023
Updates & Review - Megapost Part #1

Last on Philoinvestor The teachings of George Soros in short note form. Link. Why I don't like Transocean. Link. Downside at MRNA. Link. When ARKK unwind. Link. Apple's Microsoft moment. Link. Notable Tweets The Harrison Ford strategy of robustness and patience to make it big.

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