Deep Dives

Hello Fresh. Hungry for More! Equity Research! Part 3/3

Opportunities, Financial Analysis and Valuation

Nov 5 •

Hello Fresh. Hungry for More! Equity Research! Part 2/3

Marketing Strategy, Scale, Risks and Competition

Oct 30 •

Hello Fresh. Hungry for More! Equity Research! Part 1/3

The Story of Hello Fresh, Products and Pricing Strategy

Oct 13 •

Mercado Libre. More than Amazon! Equity Research! Part 3/3

Opportunities, Financial Analysis and Valuation

Sep 29 •

Mercado Libre. More than Amazon! Equity Research! Part 2/3.

Mercado Pago and Business Risks

Aug 8 •

Mercado Libre. More than Amazon! Equity Research! Part 1/3.

Facilitating trade and transportation of goods!

Jul 25 •

Celsius. The New Disruptor! Equity Research! Part 3/3.

Opportunities, Financial Analysis and Valuation

Jun 13 •

Celsius. The New Disruptor! Equity Research! Part 2/3.

Distribution and Competition

Jun 2 •

Celsius. The New Disruptor! Equity Research! Part 1/3.

The Story of Celsius and Marketing Strategy

May 26 •

Robinhood. Equity Research!

Understanding the Financial Super App!

May 7 •

Palantir Unclassified! Equity Research!

War-as-a-service and Data Mining or Data-as-a-service and AI?

Mar 31 •

Ferrari. Equity Research!

Exclusivity, Success in a bottle (car), and True Luxury!

Feb 28 •

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