Deep Dives

Is Stripe a threat?

Adyen. Equity Research! Part 2/3

Jul 22 •

How Adyen 20X'ed revenues in less than a decade!

Adyen. Equity Research! Part 1/3

Jul 13 •

Is Sea Limited a buy?

Sea Limited. Equity Research! Part 3/3

Jun 8 •

Is TikTok Shop a threat?

Sea Limited. Equity Research! Part 2/3

May 25 •

How Sea 30X'ed revenue in 4 years!

Sea Limited. Equity Research! Part 1/3

May 18 •

Hims and Hers. Equity Research! Part 3/3

Apr 27 •

Is Amazon a threat?

Hims and Hers. Equity Research! Part 2/3

Apr 20 •

How Hims grew revenue by 5,434%?

Hims and Hers. Equity Research! Part 1/3

Apr 13 •

Nu. Serving the Underserved! Equity Research! Part 3/3

Apr 10 •

Is Mercado Libre a threat?

Nu. Serving the Underserved! Equity Research! Part 2/3

Apr 3 •

How did Nu get 114M customers?

Nu. Serving the Underserved! Equity Research! Part 1/3

Mar 9 •

Should you buy Grab?

Grab. The Makings of a SuperApp! Equity Research! Part 3/3.

Feb 16 •

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