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Investment notes: Splunk - analogies to Adobe and Microsoft
Investment notes
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The Long Game Investor
Reflecting on 2022, investment themes and the next iteration of The Long Game
Reflections on the first year of writing
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The Long Game Investor
4
Intensity is the price of excellence, bull sh!t EBITDA adjustments, how to beat the S&P 500 and being called a "dumb doofus idiot"
October 2022 Monthly Wrap
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The Long Game Investor
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September Monthly wrap - 500 subs, the story of Spotify and the makings of a multi-bagger stock return
Monthly Wrap
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The Long Game Investor
4
August Monthly Wrap - the best investment newsletter's, Coatue's views on the market and the history of Spotify
Monthly Wrap
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The Long Game Investor
4
Spotify - The path to 20%+ sustained revenue growth and 35%+ gross margins is getting clearer
Revisiting the thesis
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The Long Game Investor
July Monthly Wrap - saying no to an early stage investment in FB, GOOG and TSLA, match fixing and how ethical is Visa?
Monthly Wrap
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The Long Game Investor
June Monthly Wrap
Every month I share an update on this newsletter and a summary of what I’ve read, seen or heard that I’ve found interesting.
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The Long Game Investor
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The Long Game
The Long Game
Professional investor on the buy side. This blog is a pseudo hedge fund, my investment research and general finance musings.

The Long Game

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