Archive - GoldenLake’s Deep Dives

Strategies for bear market investing

Paradigm for energy investors & others

Jul 31, 2022

Free article - Macro takes: How the Euro destroyed Europe

My article this week will be of a special kind.

Jul 5, 2022

June 2022

TMT Series #9: Stripe, an unrelenting focus on product innovation & customer service

Accepting online payments used to be a complicated undertaking. That’s no more but how did the space shape up really and why & how is Stripe one of the…

Jun 27, 2022

TMT Series #8: VMware, a strategic acquisition for Broadcom's software push

Only seven months after its spin-off from Dell, VMware has caught the eye of Broadcom in a planned $61 acquisition.

Jun 10, 2022

TMT Series #7: Snowflake, a long-term aggressive bet on the future of the data cloud (2/2)

Jun 2, 2022

TMT Series #7: Snowflake, a long-term aggressive bet on the future of the data cloud (1/2)

2022 has been one of the toughest years for stocks so far.

Jun 2, 2022

May 2022

TMT Series #6: Sea Limited, weak operating fundamentals will continue to plague the company going ahead

In 2020 and 2021, Sea Limited (SE) was the darling of the growth community.

May 16, 2022

Interview with renowned macro investor Felix Zulauf, founder of Zulauf Asset Management

Mr. Zulauf shares his views on the USD losing its reserve currency status, the Fed adopting a more dovish policy by summer 22 & the impact of the war in…

May 13, 2022

April 2022

TMT Series #5: Universal Music Group (UMG) and the Music-as-a-Service paradigm (Part 2/2)

III. UMG business overview

Apr 22, 2022

TMT Series #5: Universal Music Group (UMG) and the Music-as-a-Service paradigm (Part 1/2)

Since the advent of Spotify in 2006, music streaming has increasingly taken center stage and enabled listeners to carry their favorite music catalog and…

Apr 22, 2022

March 2022

My SaaS Commandments: Truths about software companies in the digital age

In this brief article, I try to sum up some truths about software companies that I learned throughout my modest experience in covering…

Mar 12, 2022

January 2022

Crypto Series #1 | How to pick & analyze altcoins?

Before investing in altcoins, you should look into the project's whitepaper, demand-supply elements, team and stakeholders behind the project

Jan 30, 2022

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