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Lorenzo2cents 2025 Portfolio Performance
Mission Accomplished
Jan 11 • Lorenzo Bastianelli
Duolingo: becoming a vertical AI
$DUOL Q4 2025 ER Update
Mar 29 • Lorenzo Bastianelli
Rocket Lab infinite TAM
$RKLB Q4 2025 ER Update
Mar 21 • Lorenzo Bastianelli
Mercado Libre: the best time to buy
$MELI Q4 2025 ER Update
Mar 15 • Lorenzo Bastianelli
Oddity: The Smartest Trade of All Time
$ODD Q4 2025 ER Update
Feb 28 • Lorenzo Bastianelli
Lemonade: Innovator's Dilemma—Squared
$LMND Q4 2025 Earnings Update
Feb 21 • Lorenzo Bastianelli
Nebius: Killed By Chinese Models?
$NBIS Q4 2025 Earnings Update
Feb 16 • Lorenzo Bastianelli
$ZETA: Winning a Negative-Sum Game
Data is the prize
Feb 13 • Lorenzo Bastianelli
Invest in AI, Avoid the Bubble - Ep. 4/4
What to avoid
Feb 8 • Lorenzo Bastianelli
Invest in AI, Avoid the Bubble - Ep. 3/4
AI Infrastructure
Feb 1 • Lorenzo Bastianelli
Lorenzo2cents
Lorenzo2cents
Started in 2024, 65% CAGR, from $50K to $1M, one deep dive at a time! 🚀 I share my top picks on the path to financial freedom.
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