Fintech Square: Betting on Digital Wallets in the U.S. A deep-dive on Square, specifically their Cash App product.
Hospitality Airbnb: The Future of Experience A deep-dive on Airbnb. The most coveted company in hospitality & tourism.
Fitness Nautilus: Growth at 1x Sales Deep-dive on longstanding industry leader in health & fitness products, Nautilus. Investment thesis predicated on their digital transformation.