Jay GaoRENN: lawsuit special situation involving SoFi, Chamath, and SoftBankSummaryApr 27, 2021Apr 27, 2021
Jay GaoHRBR: No big deal just an airline trading at 0.8x EBITDAR03/01/21 Trading Update:Apr 1, 2021Apr 1, 2021
Jay GaoUndervalued gem that IPOed at literally the worst time ever: LVJI (short version)Market leading and profitable travel SaaS that IPOed 2 weeks before national lockdown with 2.8x potential upside and limited downsideOct 20, 2020Oct 20, 2020
Jay GaoUndervalued gem that IPOed at literally the worst time ever: LVJI (full version)Market leading and profitable travel SaaS that IPOed 2 weeks before national lockdown with 2.8x potential upside and limited downsideOct 20, 20202Oct 20, 20202
Jay GaoWhen life gives you LMND, do you invest?Hot off a blockbuster IPO, is this InsurTech startup a buy or a bad lemon?Aug 12, 2020Aug 12, 2020