Innovestor Deep Dives

Innovestor
Investing + Innovation + Market Commentary
Created 13 Dec 2020
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  • Investor interview: Intesi-Analyst
    03 Nov 2021 • 11 min read • 3 0
    Today we have the second edition of the Investor Interviews segment where we take a look at investing from another unique perspective. Subscribe below to get this type of content, along with company d...
  • GoodRx: A new era for healthcare
    29 Oct 2021 • < 1 min read • 4 0
    Introduction Thesis Key Terms GoodRx explained Other venutres Market context Management & Culture Bull Case Bear Case Financials Conclusion Read more
  • 16 Rules for Investing
    22 Oct 2021 • 7 min read • 8 0
    Quick update: I’ve been working hard these last few weeks on the next deep-dive, which is going to be GoodRx (NASDAQ: GDRX). The US healthcare system is in dire need of disruption. So subscribe below ...
  • Standing out from the Crowd
    02 Oct 2021 • < 1 min read • 2 0
    Since the poll for the last deep-dive, the most requested company to analyse was Crowdstrike. Cybersecurity is not a simple industry to analyse for a generalist like myself, which is why this piece ha...
  • 2 stocks on my Growth watchlist
    29 Sep 2021 • < 1 min read • 2 0
    In this paid segment I aim to share with you some of the top stocks on my growth portfolio watch-list and the reasoning behind their appearance. This is not extensive research, but more of an initial ...
  • Investor Interviews: Invesquotes
    27 Sep 2021 • 12 min read • 7 2
    After a short summer break, I’m back to posting regular content on here. This week we have lots of content to make up for the recent lack thereof. Monday - Investor Interview: Invesquotes (free) Wedne...
  • Industry Spotlight: Immersive Tech
    15 Sep 2021 • 15 min read • 4 0
    Welcome to the 170 new readers who have joined since the last article! If you aren’t already subscribed, join the community of 2,400 investors by subscribing below: Subscribe now A message from our sp...
  • Next Deep-Dive Poll
    06 Sep 2021 0 4
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  • The ultimate compounding machine
    03 Sep 2021 • < 1 min read • 5 0
    Intro Thesis How Tencent got here What they do and how they make money (inc. investment portfolio) The crackdown - what’s happening? The opportunity Tencent and the Metaverse Bull and bear case Financ...
  • Big changes ahead
    31 Aug 2021 • 3 min read • 5 0
    Hi everyone, I’m excited to share with you a big announcement I have been considering for a while. I have decided to go all in on the Innovestor Newsletter by introducing a premium tier where I will b...
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