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Hello Fresh. Hungry for More! Equity Research! Part 3/3
Opportunities, Financial Analysis and Valuation
Nov 5
•
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
•
Ray Myers
5
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Hello Fresh. Hungry for More! Equity Research! Part 2/3
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Hello Fresh. Hungry for More! Equity Research! Part 1/3
The Story of Hello Fresh, Products and Pricing Strategy
Oct 13
•
Ray Myers
11
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Hello Fresh. Hungry for More! Equity Research! Part 1/3
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Mercado Libre. More than Amazon! Equity Research! Part 3/3
Opportunities, Financial Analysis and Valuation
Sep 29
•
Ray Myers
17
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Mercado Libre. More than Amazon! Equity Research! Part 3/3
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Mercado Libre. More than Amazon! Equity Research! Part 2/3.
Mercado Pago and Business Risks
Aug 8
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Ray Myers
9
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Mercado Libre. More than Amazon! Equity Research! Part 2/3.
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Mercado Libre. More than Amazon! Equity Research! Part 1/3.
Facilitating trade and transportation of goods!
Jul 25
•
Ray Myers
28
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Mercado Libre. More than Amazon! Equity Research! Part 1/3.
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Celsius. The New Disruptor! Equity Research! Part 3/3.
Opportunities, Financial Analysis and Valuation
Jun 13
•
Ray Myers
12
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Celsius. The New Disruptor! Equity Research! Part 3/3.
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Celsius. The New Disruptor! Equity Research! Part 2/3.
Distribution and Competition
Jun 2
•
Ray Myers
10
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Celsius. The New Disruptor! Equity Research! Part 2/3.
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Celsius. The New Disruptor! Equity Research! Part 1/3.
The Story of Celsius and Marketing Strategy
May 26
•
Ray Myers
19
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Celsius. The New Disruptor! Equity Research! Part 1/3.
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Robinhood. Equity Research!
Understanding the Financial Super App!
May 7
•
Ray Myers
8
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Robinhood. Equity Research!
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Palantir Unclassified! Equity Research!
War-as-a-service and Data Mining or Data-as-a-service and AI?
Mar 31
•
Ray Myers
22
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Palantir Unclassified! Equity Research!
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Ferrari. Equity Research!
Exclusivity, Success in a bottle (car), and True Luxury!
Feb 28
•
Ray Myers
18
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Ferrari. Equity Research!
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