ASYMMETRIC EDGE
Subscribe
Sign in
Home
Notes
Chat
Investment Cases
Portfolio
Portfolio Update
Watchlist
"Milk the Watchlist" tracker
Research/Analysis
Education
Referral program
Archive
About
Watchlist
Latest
Top
Discussions
Shopify | The quiet spine of modern commerce
Every week, I dive into global markets to uncover companies with the kind of stories and innovation that demand attention.
Oct 30
•
Asymmetric Edge
18
2
Newborn Town Inc. | The Asian social app that prints cash
Every week, I dive into global markets to uncover companies with the kind of stories and innovation that demand attention.
Oct 23
•
Asymmetric Edge
2
Qualys | Guarding the cloud, gaining momentum
Every week, I dive into global markets to uncover companies with the kind of stories and innovation that demand attention.
Oct 19
•
Asymmetric Edge
2
1
Kaspi.kz | The Central Asian super-app rewiring daily life
Every week, I dive into global markets to uncover companies with the kind of stories and innovation that demand attention.
Oct 12
•
Asymmetric Edge
10
2
WuXi AppTec | The indispensable engine of modern medicine
Every week, I dive into global markets to uncover companies with the kind of stories and innovation that demand attention.
Oct 5
•
Asymmetric Edge
4
Nova Ltd. | The precision powerhouse behind tomorrow's semiconductors
Every week, I dive into global markets to uncover companies with the kind of stories and innovation that demand attention.
Sep 28
•
Asymmetric Edge
9
Intuit Inc. | The $188B money machine revolutionizing finance
Every week, I hunt through global markets looking for companies that make me take notice.
Sep 19
•
Asymmetric Edge
17
1
Add to your watchlist #16: The Descartes Systems Group Inc.
Every week, I hunt through global markets looking for companies that make me take notice.
Sep 14
•
Asymmetric Edge
3
Add to your watchlist #15: Celestica Inc.
Every week, I hunt through global markets looking for companies that make me take notice.
Sep 6
•
Asymmetric Edge
4
2
Add to your watchlist #14: AppLovin Corporation
I recently shared a piece on how you can turn your watchlist into real profits.
Aug 31
•
Asymmetric Edge
Add to your watchlist #13: RB Global Inc.
I recently shared a piece on how you can turn your watchlist into real profits.
Aug 22
•
Asymmetric Edge
3
1
Add to your watchlist #12: Dollarama, Inc.
Every week, I hunt through global markets looking for companies that make me take notice.
Aug 15
•
Asymmetric Edge
6
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
