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$33B... Without Revenue?!

Jun 22, 2025

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7 min read

$33B... Without Revenue?!

The Billionaire CEO With Zero Sales and One Wild Stock

George Babis
George Babis
CrowdStrike Is Building One of the Most Powerful AI-Native Platforms in Cybersecurity

Jun 18, 2025

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3 min read

CrowdStrike Is Building One of the Most Powerful AI-Native Platforms in Cybersecurity

A Story About Platform Dominance

George Babis
George Babis
The Real Birth Control? Your Bank Account

Jun 15, 2025

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7 min read

The Real Birth Control? Your Bank Account

From Berlin to Seoul, the Cost of Parenting Is Pushing People Away

George Babis
George Babis
CAVA Is Becoming America’s Healthiest Fast-Casual Juggernaut

Jun 11, 2025

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3 min read

CAVA Is Becoming America’s Healthiest Fast-Casual Juggernaut

Why This Mediterranean Marvel Could Be the Next Chipotle

George Babis
George Babis
Move Over, Unicorns — Musk’s Hunting Hectocorns

Jun 8, 2025

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7 min read

Move Over, Unicorns — Musk’s Hunting Hectocorns

From Billionaire to Hectocorn Herder: Musk’s $113B AI Play

George Babis
George Babis
monday.com Is Quietly Building One of the Strongest Enterprise SaaS Stories—And Wall Street’s Not Fully Paying Attention Yet

Jun 4, 2025

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3 min read

monday.com Is Quietly Building One of the Strongest Enterprise SaaS Stories—And Wall Street’s Not Fully Paying Attention Yet

Flawless Execution Drives Impressive Performance

George Babis
George Babis
Smoking Is Officially Uncool

Jun 1, 2025

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7 min read

Smoking Is Officially Uncool

Puff, Puff... Passé? U.S. Cigarette Sales Hit Historic Lows

George Babis
George Babis
Duolingo Is Still Worth Buying & Holding At All-Time Highs

May 28, 2025

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3 min read

Duolingo Is Still Worth Buying & Holding At All-Time Highs

One-of-a-Kind AI Flywheel

George Babis
George Babis
Hoka’s Marathon Just Got Tougher

May 25, 2025

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9 min read

Hoka’s Marathon Just Got Tougher

From Track Star to Timeout: Why Hoka’s Losing Speed

George Babis
George Babis
AppLovin's Stellar Performance Justifies Further Upside For The Stock

May 21, 2025

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2 min read

AppLovin's Stellar Performance Justifies Further Upside For The Stock

Compelling Valuation Even After the Recent Rally

George Babis
George Babis
Why Europe Can’t Sleep

May 18, 2025

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7 min read

Why Europe Can’t Sleep

Four Espressos Deep and Still Wide Awake

George Babis
George Babis
Nu Q1 2025 Earnings Review!

May 14, 2025

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3 min read

Nu Q1 2025 Earnings Review!

Guest post by Ray Myers from Global Equity Briefing!

Ray Myers
Ray Myers
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