Duolingo is a language-learning powerhouse on the path to transforming itself into a full education platform. Today's episode dives into their products, balance sheet, and the potential investment opportunity behind Duolingo.

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Every investor can, and should, learn from the greats. Their unique approaches to the market, their strategies, insights, and investing criteria are invaluable for investors looking to build, and improve, their own investment strategies. Today's episode is going over some of the greatest investors in the game - the Mt. Rushmore of modern investing.

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Diving into a backbone play for every buzzword you can imagine - AI, cloud, data. You name it, Arista Networks is providing a picks and shovels approach to the space. A beautiful balance sheet meets an innovative and brilliant management team.

Find the Arista Networks Research Article - https://jaredleary.substack.com/p/deep-dive-arista-networks

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We're diving into Planet Labs today - Planet is a company that revolutionized the business model for satellites with a new approach, which the visionary founders dubbed 'agile aerospace'. The business builds mass-manufacturable, compact satellites that they have deployed in a constellation in orbit around Earth, providing daily imagery and detailed tasking capabilities to customers across a broad range of industries and use cases.

Find our Planet Labs research article here: https://open.substack.com/pub/jaredleary/p/planet-labs?r=21awfj&utm_campaign=post&utm_medium=web

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Commodities have dictated the success or failure of civilizations for centuries. The commodity of our modern times takes a slightly different form - data is the new dominant resource, and is now shaping what many are calling the 'Age of Information'. This episode dives into data, why it's important, and some of the companies changing the way we interact with it.

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Dive into Stem, Inc., an exciting AI play with lots of growth potential in a huge market, complete with tailwinds - now in audio form!

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A brief introduction to the Hourglass Network - now in audio form!

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