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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
November 2022
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
3
October 2022
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
September 2022
Investment notes: Splunk - analogies to Adobe and Microsoft
Investment notes
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The Long Game Investor
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
August 2022
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
July 2022
June 2022
May 2022
Cvent (potentially) a quiet compounder in the making
Investment notes
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The Long Game Investor
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Young Money Capital
2
April 2022 Wrap - Music 🎵 & Markets 📈📉, Basketball 🏀, Jay Z ft Buffett and the (almost) perfect crime
The monthly wrap
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The Long Game Investor
2
April 2022
Charlie Munger: "I wouldn't want any one of them to marry into my family."
Notes from Charlie Munger at Sohn Hearts and Minds 2021
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The Long Game Investor
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