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Why I invest in Camping World

January 7, 2021January 7, 2021 investingcurator

“Selling RVs? Growth is slow, no exciting technology, it is simply too boring.” “Wait, did I just say boring? Hmm…” The word “boring” struck a

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Stock Analysis

Jumia : The Amazon of Africa?

December 21, 2020December 23, 2020 investingcurator

Amazon, Alibaba, Mercado Libre, SEA Limited. If only I had bought these e-commerce companies in their early days, I would be swimming in cash. It

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Stock Analysis

The tech company behind a retail façade – Stitch Fix

November 29, 2020November 29, 2020 investingcurator

If you believe that personalization is the next wave, remember this name – Stitch Fix. It has become humanely impossible to assimilate the copious amount

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Stock Analysis

Atlassian – Teamwork makes the Dream work (Part 2)

October 23, 2020November 15, 2020 investingcurator

This is a continuation of a previous post where I touched on various aspects of Atlassian’s business model. If you have not read it, click

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Stock Analysis

Atlassian – Teamwork makes the dream work (Part 1)

October 14, 2020November 15, 2020 investingcurator

What does Atlassian do? There is a decent chance that some readers may have used Jira, Confluence or Trello in their workplace. If those terms

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  • The tech company behind a retail façade – Stitch Fix If you believe that personalization is the next wave...
  • Why I invest in Camping World “Selling RVs? Growth is slow, no exciting technology...
  • Jumia : The Amazon of Africa? Amazon, Alibaba, Mercado Libre, SEA Limited. If only I...
  • Blue Ocean Strategy: What Decathlon, F45, Subway and QB House have in common The last time I did a book review was probably back in...
  • Atlassian – Teamwork makes the dream work (Part 1) What does Atlassian do? There is a decent chance th...

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