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Google Investment Case
Search, Cloud, YouTube, and AI
Jan 19
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Ray Myers
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Google Investment Case
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Amazon Investment Case
3P, Advertising, and Amazon Web Services
Jan 5
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Ray Myers
12
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Amazon Investment Case
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Briefing: Visa vs Mastercard
Understanding the payments Duopoly
Dec 15, 2024
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Ray Myers
16
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Briefing: Visa vs Mastercard
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Briefing: The Collapse of Nokia
Main causes and learnings for today's tech giants!
Dec 3, 2024
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Ray Myers
7
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Briefing: The Collapse of Nokia
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Briefing: Eli Lilly vs Novo Nordisk
The explosion of GLP1s
Nov 17, 2024
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Ray Myers
12
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Briefing: Eli Lilly vs Novo Nordisk
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Introducing: The Dutch Investors!
Guest Post. Dino Polska vs Match Group
Nov 12, 2024
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Ray Myers
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The Dutch Investors
7
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Introducing: The Dutch Investors!
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Hello Fresh. Hungry for More! Equity Research! Part 3/3
Opportunities, Financial Analysis and Valuation
Nov 5, 2024
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Ray Myers
10
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Hello Fresh. Hungry for More! Equity Research! Part 3/3
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Hello Fresh. Hungry for More! Equity Research! Part 2/3
Marketing Strategy, Scale, Risks and Competition
Oct 30, 2024
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Ray Myers
5
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Hello Fresh. Hungry for More! Equity Research! Part 2/3
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