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 | 81 | Founded | 4 years ago | Last Issue | 11 days ago |
| Active | |||||
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lorenzo2cents.comLatest Issues
Why I bought $SPCX
On August 5, I shared with the Business Ontology Community and on X that I bought SpaceX at $112 per share. It’s a small position, around 3% of the Lorenzo2cents portfolio, for now.
Here are the reasons why I think it just makes a lot of s...
HIMS: The 2 Things Most Investors Completely Missed on the Earnings Call
Q2 earnings were great, closely matching my expectation for a beat and raise (check my Q1 update for reference). But during the call, there were two powerful takeaways that I think most investors missed, and I will walk you through them.
B...
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...
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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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