Investment Thesis: Netflix
fNetflix (NASDAQ: NFLX) is the world’s leading subscription streaming platform, serving over 260 million members across more than 190
2025 Annual Letter
Dear Snowball Investing community,
As we close out another year in the markets, we want to reflect on how far
Investment Thesis: Coupang
Coupang, Inc. is a U.S.-based technology company and Fortune 150 enterprise redefining how commerce operates at scale. Often
Investment Thesis: Nike
Nike, Inc. (NYSE: NKE) is more than the world’s largest athletic footwear and apparel company; it is a cultural
Investment Thesis: Page Industries Limited
Page Industries Limited (NSE: PAGEIND) is India’s top manufacturer of premium innerwear, loungewear, and athleisure apparel, holding exclusive licenses
INVESTMENT THESIS: RELIANCE INDUSTRIES
Reliance Industries Limited (NSE: RELIANCE) stands as one of India’s most influential conglomerates, with a diversified portfolio spanning energy,
Investment Thesis: UnitedHealth Group
UnitedHealth Group (NYSE: UNH) is the largest healthcare company in the U.S. and a global leader in health insurance
Investment Thesis: Berkshire Hathaway
Berkshire Hathaway Inc. (NYSE: BRK.A) is a diversified holding company with a robust, decentralized structure, highly disciplined capital allocation,
Investment Thesis: Datadog
The digital landscape has transformed with cloud computing, enabling agility and innovation but introducing complexity. Modern IT environments feature microservices,
Investment Thesis: Unity
Unity Software Inc. stands as a cornerstone in the modern digital creation landscape. Its technology is ubiquitous, acting as the