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Uber’s Sleeping Giant Ad Business
How big could Ubers advertising business get?
Jun 26
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Uber’s Sleeping Giant Ad Business
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Uber: 2025 Financial Model and Valuation Update
What is the fair value of Uber?
Jun 18
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Uber: 2025 Financial Model and Valuation Update
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6
Mercado Libre's Bold New Pricing Strategy in Brazil
Should Investors Be Worried?
Jun 13
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Mercado Libre's Bold New Pricing Strategy in Brazil
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5
May 2025
Portfolio Review - May 2025
Another Milestone
May 31
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Portfolio Review - May 2025
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7
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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13
Portfolio Review - April 2025
Taking Advantage of Tariff Tantrums
May 1
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Portfolio Review - April 2025
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April 2025
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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13
Portfolio Review - March 2025
Performance at the end of Q1
Apr 1
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Portfolio Review - March 2025
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March 2025
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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4
MercadoLibre: 2025 Financial Model and Valuation Update
What is the fair value of MercadoLibre?
Mar 19
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38
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MercadoLibre: 2025 Financial Model and Valuation Update
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14
Evolution: 2025 Financial Model and Valuation Update
What is the fair value of Evolution?
Mar 13
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64
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Evolution: 2025 Financial Model and Valuation Update
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