Sitemap - 2022 - The Long Game

Reflecting on 2022, investment themes and the next iteration of The Long Game

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"

September Monthly wrap - 500 subs, the story of Spotify and the makings of a multi-bagger stock return

Investment notes: Splunk - analogies to Adobe and Microsoft

August Monthly Wrap - the best investment newsletter's, Coatue's views on the market and the history of Spotify

Spotify - The path to 20%+ sustained revenue growth and 35%+ gross margins is getting clearer

July Monthly Wrap - saying no to an early stage investment in FB, GOOG and TSLA, match fixing and how ethical is Visa?

June Monthly Wrap

May 2022 monthly wrap

Cvent (potentially) a quiet compounder in the making

April 2022 Wrap - Music 🎵 & Markets 📈📉, Basketball 🏀, Jay Z ft Buffett and the (almost) perfect crime

Charlie Munger: "I wouldn't want any one of them to marry into my family."

Investment notes - GoPro: "I'd love to answer that, but Brian would kick me..."

Investment notes – Spotify ($SPOT)

Welcome to The Long Game

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