Sitemap - 2020 - The Narrative: A newsletter from Capital Gains Advisory
Roblox $RBLX S-1/A Risks Analysis Part 2 and commentary on the lockup period
Roblox ($RBLX) S-1: Risk Analysis Part 1
AirBNB ($ABNB ) S-1/A Analysis
AirBNB S-1: Risks Section Analysis - Part 2
AirBNB S-1: Risks Section Analysis - Part 1
Dropbox -- Quietly pivoting from shared storage to ecosystem.
Crowdstrike ($CRWD) -- Closed out, but looking for re-entry
INTU - An overlooked TAM opportunity
Why I'm entering the Crowdfunded Space
UNFI -- Small Position Now, Larger Position Later
THO -- Contrarian Trade Into Earnings
$VIRT -- Why I'm still a buyer
SLB - Favorable Risk to Reward
CVS -- Enticing Risk/Reward Premium
Should I invest? What marriage can teach us about valuations.