Happy Investing | Moritz Drews | Substack

+ My Take on Snowflake Q4'22 Earnings

Mar 5

Or: Hype vs. opportunity - How to benefit from AI advancements without jumping overboard

Feb 26

Don’t get eaten by the bear. Tame it.

Mar 19

It’s earnings season again! In today’s issue, I recap Cloudflare’s latest fundamentals, cutting-edge AI opportunities, and strategic product positioning.

Feb 12

+14% year-to-date

Feb 5

Company Intro & Insights of Bill’s Q1 2023 FY report

Jan 22

Jan 8

And how you can use them for yourself

Jan 1

-59 % year-to-date und noch immer happy :)

Dec 18, 2022

So bewertest du die Umsatz-Modelle von High-Growth-Unternehmen

Dec 4, 2022

Einfach erklärt am Beispiel der aktuellsten DataDog-Quartalszahlen

Nov 20, 2022

Insights & Analyse zu den Q3 Quartalszahlen

Nov 13, 2022

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