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Hims and Hers. Equity Research! Part 3/3
AI, Opportunities, Financial Analysis, and Valuation.
Apr 27
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Ray Myers
8
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Hims and Hers. Equity Research! Part 3/3
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Google Q1 Earnings Update!
Beats on all fronts. Strong Search, Cloud, and YouTube Growth
Apr 25
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Ray Myers
11
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Google Q1 Earnings Update!
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Hims and Hers. Equity Research! Part 2/3
Management, Competitors, Moats, and Risks.
Apr 20
•
Ray Myers
9
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Hims and Hers. Equity Research! Part 2/3
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Hims and Hers. Equity Research! Part 1/3
The Story of Hims, Business Model, GLP1 Shortage, and Subscriber Statistics
Apr 13
•
Ray Myers
25
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Hims and Hers. Equity Research! Part 1/3
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Nu. Serving the Underserved! Equity Research! Part 3/3
AI Private Banker, Emerging Markets Expansion, and an Affordable Valuation!
Apr 10
•
Ray Myers
13
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Nu. Serving the Underserved! Equity Research! Part 3/3
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5
Meta Investment Case!
3.35B DAUs, Growing ARPU, WhatsApp Monetization for just 21 P/E.
Apr 6
•
Ray Myers
20
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Meta Investment Case!
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Nu. Serving the Underserved! Equity Research! Part 2/3
Competition and Risks
Apr 3
•
Ray Myers
9
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Nu. Serving the Underserved! Equity Research! Part 2/3
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March 2025
Nu. Serving the Underserved! Equity Research! Part 1/3
The Story of Nu and Business Model
Mar 9
•
Ray Myers
20
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Nu. Serving the Underserved! Equity Research! Part 1/3
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6
Stock Battle: Airbnb vs Booking.com
Disruptor vs Goliath
Mar 2
5
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Stock Battle: Airbnb vs Booking.com
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February 2025
Update: Celsius FY 2024!
Huge acquisition and a possible stock recovery!
Feb 21
•
Ray Myers
8
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Update: Celsius FY 2024!
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4
High Tide! Canada's "Costco of Cannabis"
The Investment Case of this unique small-cap opportunity!
Feb 20
•
Ray Myers
11
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Global Equity Briefing
High Tide! Canada's "Costco of Cannabis"
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Grab. The Makings of a SuperApp! Equity Research! Part 3/3.
Financial Services, SuperApp, Grab's Finances, and Valuation!
Feb 16
•
Ray Myers
11
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Grab. The Makings of a SuperApp! Equity Research! Part 3/3.
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