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Market Movers - 21 December 2024
Dec 21, 2024
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Market Movers - 21 December 2024
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5
Evolution AB Investment Thesis
Oct 12, 2023
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Evolution AB Investment Thesis
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29
Adyen N.V. Investment Thesis
Sep 14, 2023
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Adyen N.V. Investment Thesis
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15
Evolution: Trading Margin for Certainty
Jan 31
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Evolution: Trading Margin for Certainty
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Why I Sold Airbnb
Airbnb (ABNB) Q1 2025 Earnings Analysis
May 18
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Why I Sold Airbnb
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Evolution: "not happy with our current growth"
Evolution AB Q1 2025 Earnings Analysis
May 3
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Evolution: "not happy with our current growth"
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Portfolio Review - April 2025
Taking Advantage of Tariff Tantrums
May 1
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Portfolio Review - April 2025
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Nu Holdings: 2025 Financial Model and Valuation Update
What is the fair value of Nubank?
Apr 10
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Nu Holdings: 2025 Financial Model and Valuation Update
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Portfolio Review - March 2025
Performance at the end of Q1
Apr 1
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Portfolio Review - March 2025
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Adyen: 2025 Financial Model and Valuation Update
What is the fair value of Adyen?
Mar 28
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Adyen: 2025 Financial Model and Valuation Update
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MercadoLibre: 2025 Financial Model and Valuation Update
What is the fair value of MercadoLibre?
Mar 19
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MercadoLibre: 2025 Financial Model and Valuation Update
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