Essays

Alex Mason
My Latest Thoughts On
Long Term Investing
Pinterest (PINS) – Inspiration and Ideation Using A Visual Search Engine
Businesses use Pinterest to generate customer leads. Image Source: Kinsta Known as a visual search engine, Pinterest catalogs ideas and themes, providing inspiration for people pursuing goals or DIY projects. Although Pinterest is an ad-based platform like other...
Zoom Communications (ZM) – Taking Video Communication To The Next Level
Zoom Video with end-to-end encryption. Image Source: Zoom The video-based sharing platform has grown rapidly over the past several years, resulting in an IPO in 2019. What are the company's future prospects? History of Zoom Communications Business Overview...
Intuitive Surgical (ISRG) – Robotic Surgery And The Future of Medical Procedures
Intuitive Surgical robotic platform. Image Source: The Robot Report Robotic surgery is here. Intuitive Surgical is one of the leaders in this space. It's not just surgeons with hand tools performing procedures anymore - humans are working in concert with machines...
Lyft (LYFT) – Ride-Sharing and The Fractionalization Of Driving
Lyft driver and passenger. Image Source: Lyft 'Lyft just had its IPO (at the time of this recording) and its the fastest growing company we've yet to cover on this podcast. It also has no profits! How do we reconcile those two pieces of information as investors? ...
Adobe (ADBE) – Creativity Unleased To Generate Recurring Revenue Again and Again
Adobe product suite. Image Source: Adorama Photoshop. Premiere. PDFs. These are all innovations from Adobe - one of the top software companies for creative professionals. With the rise of the internet and content creation, I think Adobe is well positioned for...
DowDupont (DWDP) – Chemicals, Plastics, and Agriculture
DowDuPont products. Image Source: Reuters DowDupont is a chemical producer that makes everything from plastics to pesticides to industrial materials. They are the result of the Dow and Dupont merger in 2015, and are soon to be split into three companies in mid-2019....
Domino’s (DPZ) – The Rise of Pizza Delivery, Combined With the Franchise Business Model
Domino's Pizza. Image Source: CNBC
Wendy’s (WEN) – Fast Food With A Square Patty
Wendy's vegan burger. Image Source: LiveKindly
Yum! Brands (YUM) – Understanding Pizza Hut, Kentucky Fried Chicken, and Taco Bell
Collection of Yum Brands. Image Source: Medium This is the company that owns Pizza Hut, Kentucky Fried Chicken and Taco Bell. The brands are definitely iconic in the American fast food scene, and they have grown internationally over the years. Can future good...