Inevitability Research

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The Business of Online Travel
A look a the internet travel industry through the lens of three companies: Airbnb, Booking.com and Expedia
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Sophie
3
Lessons from Reece Duca
Takeaways from an interview with an investing legend
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Sophie
2
Thoughts On Process
Some thoughts about my process for managing current investments and researching new ideas
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Sophie
3

September 2023

Compounding Heritage
A look at the luxury market through three storied brands: LVMH, Hermès & Ferrari
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Sophie
14
The Electrified Road Ahead
A look at the supply chain for electric vehicles & the inevitable future investment and government support for the industry
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Sophie
7
The Future of Networking & Telecom
Exploring themes and trends from the industries that revolve around the transfer of data and highlighting relevant companies within them.
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Sophie
2
Demystifying Nvidia's Revenue Increase
Taking a look at the filings from last quarter to hopefully clear up some confusion about their accounting practices
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Sophie
5

August 2023

Q2 '23 Earnings Review
Highlighting some ideas from my coverage universe that beat estimates & raised guidance.
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Sophie
6

July 2023

A Recap of Twitter's LBO
Using Twitter to make suggestions to Twitter's management about the best path forward for the company & its capital structure
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Sophie
, 
Citrini
, and 
junkbondinvestor
3
Hyper Individualization
Or, Investing in the Age of Solipsism
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Sophie
16

June 2023

April 2023

Nostalgia, Ultra: Can Nintendo Evolve & Unlock Value for Shareholders?
Much has been written about the history and current business operations of Nintendo. Acquired did a great podcast on the history and Ryan O’Connor from…
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Sophie
1
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