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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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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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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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Evolution: 2025 Financial Model and Valuation Update
What is the fair value of Evolution?
Mar 13
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Evolution: 2025 Financial Model and Valuation Update
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13
Sea: The $100 Billion Milestone
Sea Limited (SE) Q4 2024 Earnings Analysis
Mar 5
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Sea: The $100 Billion Milestone
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Portfolio Review - February 2025
A New Position and the Sale of an Existing Holding
Mar 1
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Portfolio Review - February 2025
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February 2025
NU: Hidden Pressures Under the Hood
Nu Holdings (NU) Q4 2024 Earnings Analysis
Feb 25
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NU: Hidden Pressures Under the Hood
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MercadoLibre: Accelerating at Scale
MercadoLibre (MELI) Q4 2024 Earnings Analysis
Feb 21
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MercadoLibre: Accelerating at Scale
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Airbnb: The Next Chapter
Airbnb (ABNB) Q4 2024 Earnings Analysis
Feb 17
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Airbnb: The Next Chapter
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Adyen: Profit Margin Reaches Three-Year High
Adyen H2 2024 Earnings Analysis
Feb 14
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Adyen: Profit Margin Reaches Three-Year High
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Uber: Record User Engagement
Uber Q4 2024 Earnings Analysis
Feb 6
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Uber: Record User Engagement
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