Deep Dives

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

The Story of Nu and Business Model

Mar 9 •

Update: Celsius FY 2024!

Huge acquisition and a possible stock recovery!

Feb 21 •

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

Financial Services, SuperApp, Grab's Finances, and Valuation!

Feb 16 •

Grab. The Makings of a SuperApp! Equity Research! Part 2/3.

Network Effects, Competition, and Regional Development

Feb 9 •

Update: Palantir Unclassified FY 2024!

Monster US growth, high profits, and strong FCF!

Feb 4 •

Grab. The Makings of a SuperApp! Equity Research! Part 1/3.

42M Users, $17B GMV, and an Exploding Fintech Business!

Jan 26 •

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

Opportunities, Financial Analysis and Valuation

Nov 5, 2024 •

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

Marketing Strategy, Scale, Risks and Competition

Oct 30, 2024 •

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

The Story of Hello Fresh, Products and Pricing Strategy

Oct 13, 2024 •

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

Opportunities, Financial Analysis and Valuation

Sep 29, 2024 •

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

Mercado Pago and Business Risks

Aug 8, 2024 •

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

Facilitating trade and transportation of goods!

Jul 25, 2024 •

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