What are we researching but do not currently own?
Watchlist
Companies under review for future capital.
HOODRobinhood Markets
Active · Valuation not started“Robinhood Markets began by removing commissions from retail trading, but the larger investment case is that it can become the primary financial relationship for a younger generation of customers.”
Updated Aug 5, 2026
METAMeta Platforms
Active · Valuation not started“Building the world's largest AI consumer ecosystem through social platforms, advertising, open-source AI, wearables, and personal AI assistants.”
Updated Aug 7, 2026
ABNBAirbnb
Active · Valuation not started“Expanding beyond lodging toward the operating system for living anywhere through accommodations, services, experiences, and long-term stays.”
Updated Aug 7, 2026
DASHDoorDash
Active · Valuation not started“The long-term thesis is that DoorDash becomes the operating system for local demand and fulfillment.”
Updated Aug 7, 2026
IPIIntrepid Potash, Inc.
Research record not yet availableOpen the company record to see its current research state.
PLTRPalantir Technologies
Incomplete · Valuation not started“Palantir Technologies can compound by becoming the operating layer that connects governed data, artificial intelligence, and real-world decisions.”
Updated Aug 1, 2026
CRWDCrowdStrike
Incomplete · Valuation not started“CrowdStrike can compound by becoming a primary cloud-native operating layer for enterprise cybersecurity.”
Updated Aug 1, 2026
BEBloom Energy Corporation
Research record not yet availableOpen the company record to see its current research state.
TEMTempus AI, Inc.
Research record not yet availableOpen the company record to see its current research state.
SYMSymbotic Inc.
Research record not yet availableOpen the company record to see its current research state.