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Evolution AB Investment Thesis
Oct 12, 2023
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Evolution AB Investment Thesis
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Adyen N.V. Investment Thesis
Sep 14, 2023
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Adyen N.V. Investment Thesis
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Evolution: Revenue Growth Slows, but Shareholder Returns Set to Soar
Jul 21
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Evolution: Revenue Growth Slows, but Shareholder Returns Set to Soar
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MercadoLibre: 2024 Financial Model and Valuation Update
Apr 5
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MercadoLibre: 2024 Financial Model and Valuation Update
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Market Movers - 27 July 2024
Stocks covered: ADYEN, NU, EVO, ABNB, SE
4 hrs ago
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Market Movers - 27 July 2024
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Evolution: Revenue Growth Slows, but Shareholder Returns Set to Soar
Evolution AB Q2 2024 Earnings Analysis
Jul 21
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Evolution: Revenue Growth Slows, but Shareholder Returns Set to Soar
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North Star Metrics ⭐️
A Single Metric that Defines Success
Jul 11
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North Star Metrics ⭐️
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Market Movers - 6 July 2024
Stocks covered: SE, EVO, NIO, ADYEN, AMZN, APR.WA, NU
Jul 6
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Market Movers - 6 July 2024
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Portfolio Review - June 2024
Performance at the end of Q2
Jun 30
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Portfolio Review - June 2024
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Market Movers - 22 June 2024
Stocks covered: MELI, EVO, ADYEN, META, ABNB
Jun 22
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Market Movers - 22 June 2024
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Market Movers - 15 June 2024
Stocks covered: EVO, NU, SE, ADYEN, MELI
Jun 16
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Market Movers - 15 June 2024
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