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20
LEV20
Watchlist
StocksAnalysis & Research
LMNDLemonade
HOODRobinhood Markets
SOFISoFi Technologies
PLTRPalantir Technologies
OPENOpendoor Technologies
COINCoinbase Global
CVNACarvana
SHOPShopify
SPOTSpotify Technology
Watchlist

The LEV20

A curated list of 20 high-conviction companies worth watching.

Companies

1
Coinbase GlobalCOIN
Financial Services
2
CarvanaCVNA
Consumer Discretionary
3
Robinhood MarketsHOOD
Financial Services
4
LemonadeLMND
Financial Services
5
Opendoor TechnologiesOPEN
Real Estate
6
Palantir TechnologiesPLTR
Technology
7
ShopifySHOP
Technology
8
SoFi TechnologiesSOFI
Financial Services
9
Spotify TechnologySPOT
Communication Services

Commentary

LEV20 Thesis PT 1
The history
Mar 18, 2025
Read
LEV20 Thesis PT 2
The struggle
Mar 18, 2025
Read
LEV20 Thesis PT 3
The solutions
Mar 18, 2025
Read
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