Happy Investing | Moritz Drews | Substack

How To Write a Winning Investment Thesis

Step-by-Step Guide Using Snowflake as an Example

Sep 17 •

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My Stock Portfolio in August 2023

32% YTD – Being like water

Sep 3 •

How To Read Earnings Reports: A Simple 3-Step Framework

Learn how to read earnings reports with ease using our 3-step guide. Understand fundamentals, analyze calls, and take confident actions.

Aug 13 •

My High Growth Stock Portfolio in July 2023

Year-to-Date: 35%

Jul 30 •

CrowdStrike (CRWD) Q1'24 Earnings Recap

CrowdStrike is Turning On Efficiency Mode: Gaap-Profitability and Record Margins Against Weak ARR & RPO

Jul 23 •

Confluent (CFLT) Q1 '24 Earnings Recap

58% YTD: Simplifying mission-critical real-time data management

Jul 9 •

My High Growth Stock Portfolio in June 2023

Year-to-Date: 30%

Jul 2 •

Samsara (IOT) Q1'24: Firing From All Cylinders

Strong Q1 2024 Earnings for Samsara: Up 119% YTD. Revenue Surges 43% YoY, Beating Guidance by 6%, and record large customer growth. Read More.

Jun 25 •

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