Lorenzo2cents
Lorenzo BastianelliFrom $50K to $1M through asymmetric compounders | 58% CAGR since 2024 \ud83d\ude80 | I share my top picks on the path to financial freedom.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 79 | Founded | 4 years ago | Last Issue | 11 days ago |
| Active | |||||
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lorenzo2cents.comLatest Issues
Lemonade: the most profitable insurer
Lemonade Q2 2026 was stellar, even better than the previous quarters, which were stellar too. Yet, the stock price closed down 24% that trading day, I suppose driven by algos (it happens every time with Lemonade’s earnings) and retail inves...
Why Betting on Open Models versus Closed Models is Smarter
Most Nebius customers started by using closed models and then switched to Nebius to use open models, either off the shelf or fine-tuned on their data.
From a RAISE Summit discussion, here is a quote from Nikita Vdovushkin (Product Director...
What Iridium Acquisition Means For Rocket Lab
Rocket Lab already knows how to build rockets, satellites, solar panels, payloads and components. With Neutron, it also wants to launch complete constellations at scale.
But manufacturing and launching satellites is not the same as operati...
Lorenzo2cents H1 2026 Portfolio Performance
As you should know by now, the goal of the Lorenzo2cents portfolio (L2C Portfolio) is to grow $50,000 to $1 million. This must be achieved in the shortest time possible, while avoiding excessive risk. To define “excessive,” I can tolerate a...
MercadoLibre: The Market Is Missing the Jevons Paradox
MercadoLibre reported another stellar quarter, and the market hated it.
Revenue grew 49% year over year to $8.8 billion, the fastest pace in almost four years. GMV grew 42% to $19.0 billion. TPV grew 50% to $87.2 billion. Fintech monthly a...
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Authors
The writers behind this newsletter.
On a journey from $50K to $1M through multibagger investments. Freedom maximalist. Relentless seeker of reality.
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