Due Diligence #14

Series: "Investor's Desk"

We’re up 17.9 % so far in 2025, 5x the S&P 500, but the real story is how we got there.

The chart above tracks our portfolio built solely from companies we’ve examined in the Investor’s Desk publication. Every position began as a classroom exercise in dissecting cash flows, competitive moats, and AI-driven growth levers. The takeaway isn’t about chasing numbers; it’s about how disciplined research methods (unit-economics breakdowns, moat mapping, thesis-risk scoring) can consistently outperform broad benchmarks when practiced diligently.

Through our paid subscription we condense deep-dive research into time-saving, educational insights. No noise, no filler, just the primary data, analytical tools, and narrative context you need to sharpen your own decision-making.

Today’s lesson explores a high-growth, pure-play data-engineering business whose curated datasets power some of the world’s most ambitious generative-AI initiatives. It’s an under-the-radar “picks-and-shovels” story demonstrating precisely how data quality translates into strategic advantage.

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(All content is for educational purposes only)