Lorenzo2cents

Lorenzo2cents

Home
Articles By Company
Portfolio
Premium Members
Archive
Lorenzo2cents 2025 Portfolio Performance
Mission Accomplished
Jan 11 • Lorenzo Bastianelli
HIMS: I am calling the bottom
$HIMS Q4 2025 ER Update
Apr 5 • 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
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.
Recommendations
View all 9
Cyclop SpaceTech
Cyclop SpaceTech
Matej Pretković
MikeCAGR  Substack
MikeCAGR Substack
MikeCAGR
Edelweiss Capital Research
Edelweiss Capital Research
Javier Pérez
Palantir Bullets
Palantir Bullets
Arny Trezzi
Investment Ideas by Antonio
Investment Ideas by Antonio
Antonio Linares
Author
Follow Lorenzo on X

Lorenzo2cents

AboutArchiveRecommendationsSitemap
© 2026 Lorenzo Bastianelli · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture