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Wisdom of the Whales

Wisdom of the Whales

Join me in learning about investing and life from the whales.

Duolingo Beat Estimates, Then Dropped 21%. Here's Why.

Mar 3, 2026

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3 min read

Duolingo Beat Estimates, Then Dropped 21%. Here's Why.

Q4 2025 breakdown: 52.7M daily users, $1B+ in bookings, and a bold bet that's scaring Wall Street.

NVIDIA Just Posted $68B in Revenue. Here's What Wall Street Missed.

Mar 1, 2026

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5 min read

NVIDIA Just Posted $68B in Revenue. Here's What Wall Street Missed.

Q4 FY2026 earnings breakdown: record revenue, Blackwell ramp, $11B networking explosion, and why Jensen says "compute equals revenue."

Meridian Contrarian Fund: Navigating Turbulent Waters with Disciplined Value Hunting in Q1 2025

Jun 9, 2025

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7 min read

Meridian Contrarian Fund: Navigating Turbulent Waters with Disciplined Value Hunting in Q1 2025

Meridian Contrarian Fund's Q1 2025 performance demonstrates the patient, disciplined approach that defines successful contrarian investing

Terry Smith hates these Seven Sectors

Apr 21, 2025

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5 min read

Terry Smith hates these Seven Sectors

Seven Sectors Terry Smith of Fundsmith Steers Clear of When Investing

6 Types of Stocks by Peter Lynch

Apr 20, 2025

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5 min read

6 Types of Stocks by Peter Lynch

By learning about these six types of stocks, you can make smarter choices and build a stronger portfolio. Peter Lynch’s simple approach shows that anyone can invest successfully if they take the time to understand what they own.

7 Key Principles of Nick Sleep’s Investment Style

Apr 19, 2025

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5 min read

7 Key Principles of Nick Sleep’s Investment Style

Nick Sleep found investing success by finding great businesses and holding onto them for the long term.

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