Emanuele’s Notepad

Home
Podcast
Archive
About
What The Figma! | Aperitivo.8
Adobe acquires Figma for $20 billion using undervalued stock which they personally overpaid for with buybacks 🤷🏽‍♂️, we discuss...
 • 
Emanuele Marabella
 and 
Arny Trezzi
29:59
The BIG ones are a must! | Spuntino.13
There is no other option for Palantir; the NHS and the Titan contracts must be won at all costs! I discuss with Arny Trezzi and Adam Bergman
 • 
Emanuele Marabella
 and 
Arny Trezzi
1
13:50
Trade like Pelosi, Invest like Buffett | Aperitivo.7
Part 1 of our very first Twitter Spaces discussion
 • 
Emanuele Marabella
 and 
Arny Trezzi
1
36:34
Palantir's current skills and future trajectory | Arny Trezzi + Cyberfam | Aperitivo.6
Cyberfam is a consultant and a software professional. We talk Alex Karp and all things Palantir!
 • 
Emanuele Marabella
 and 
Arny Trezzi
1
45:25
Our Reaction to Palantir Q2 Reactions | Arny Trezzi | Spuntino.12
Don't outsource your logic and don't create your own echo chamber. Listen, digest and analyze the data. In the end, we are each responsible for our own…
 • 
Emanuele Marabella
 and 
Arny Trezzi
1
9:48
Don't Exaggerate! | Palantir Q2-22' Reaction | Aperitivo.5
Heartbreak? Disappointment? Exaggeration? We review the Q2 results and earnings call.
 • 
Emanuele Marabella
 and 
Arny Trezzi
30:00
Don't panic! Read the 10-K first | Palantir Q2-22' | Arny Trezzi | Spuntino.11
Arnaldo gives his advice on how to read, dissect and digest the results after an earnings call. Avoid fear and panic by diving into the 10-K before…
 • 
Emanuele Marabella
 and 
Arny Trezzi
2
3:05
Emanuele’s Notepad
Emanuele’s Notepad
Documenting my investment journey
Recommendations
View all 8
Maverick Equity Research
Maverick Equity Research
Maverick Equity Research
Palantir Bullets
Palantir Bullets
Arny Trezzi
The Pragmatic Optimist
The Pragmatic Optimist
Amrita Roy
Investment Ideas by Antonio
Investment Ideas by Antonio
Antonio Linares
Sachin’s Newsletter on Digital and Energy
Sachin’s Newsletter on Digital and Energy
Sachin Sharma

Emanuele’s Notepad

AboutArchiveRecommendationsSitemap
© 2025 Emanuele Marabella
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture