“Investment is most intelligent when it is most businesslike.”- Warren Buffett Investment Progress KuaiShou (HKEX: 1024) 1 Lesson China social‑commerce leader with defensible moats; AI‑driven content cost curve falling supports long‑term value creation; initiate Buy (Oct 2025) Gaia Inc (NASDAQ: GAIA) 1 Lesson Streaming platform dedicated to alternative content but effectively a speculative biotech investment underpinned by unproven technology; initiate at Neutral (Oct 2025) OneStream (NASDAQ: OS) 1 Lesson CFO‑office SaaS leader with durable moats but valuation full; initiate at Neutral (Sep 2025) Upstart Holdings Inc (NASDAQ: UPST) 1 Lesson AI-driven lender in a commoditized market; path to profitability unclear; initiate Sell (Aug 2025) Bumble (NASDAQ: BMBL) 1 Lesson Women‑first dating app; initiate at Neutral (July 2025) Curiosity Stream (NASDAQ: CURI) 1 Lesson Niche SVOD shifting strategy but path to results highly uncertain; initiate Sell (July 2025) Retake this course? Retaking this course from the beginning will reset all of your tracked progress. Retake Cancel