Archive - Invariant

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Q4 2022 and Full-Year analysis and valuation

22 hr ago

January 2023

What is greatness?

Jan 29

The fruits of relative valuation.

Jan 22

Some businesses are in a league of their own.

Jan 15

A beautifully simple asset.

Jan 8

A new year and an old habit.

Jan 1

December 2022

Outcomes are never quite what we expect.

Dec 25, 2022

Things become fuzzy the further you look out.

Dec 18, 2022

Innovation is always first ridiculed.

Dec 11, 2022

A look at Meta's least appreciated asset.

Dec 4, 2022

November 2022

Liking what everyone else loves to hate.

Nov 27, 2022

Unknown microcap x catalyst x market chaos = ?

Nov 20, 2022

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