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Nu Holdings Investment Thesis
Nubank (NU) Deep Dive
Jun 27, 2024
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Nu Holdings Investment Thesis
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Market Movers - 21 December 2024
Stocks covered: NU, ADYEN, MELI, SE, INPST, EVO
Dec 21, 2024
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Market Movers - 21 December 2024
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Evolution AB Investment Thesis
Evolution (EVO) Deep Dive
Oct 12, 2023
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Evolution AB Investment Thesis
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Adyen N.V. Investment Thesis
Adyen (ADYEN.AS) Deep Dive
Sep 14, 2023
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Adyen N.V. Investment Thesis
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Evolution: Trading Margin for Certainty
Evolution AB Q4 2024 Earnings Analysis
Jan 31
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Evolution: Trading Margin for Certainty
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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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Evolution: Revenue Growth Slows, but Shareholder Returns Set to Soar
Evolution AB Q2 2024 Earnings Analysis
Jul 21, 2024
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Evolution: Revenue Growth Slows, but Shareholder Returns Set to Soar
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Uber Quick Pitch
Why I Am Buying Shares in Uber (UBER)
Dec 26, 2024
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Uber Quick Pitch
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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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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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InPost Quick Pitch
Why I Am Buying Shares in InPost (INPST)
Sep 26, 2024
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InPost Quick Pitch
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9
Why I Sold Airbnb
Airbnb (ABNB) Q1 2025 Earnings Analysis
May 18
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Why I Sold Airbnb
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