Emerging Markets

Meridian Holdings Q2 2026: Strong Profits and a New CEO!

43% ADJ EBITDA growth in Q2 and Zoran Milošević was appointed group CEO of this $180M Online Casino Small Cap.

Aug 5 • Ray Myers

Mercado Libre: The Best Company in Latin America is Cheap!

Stock is down 34%, despite accelerating revenue growth and strengthening moat.

Jun 10 • Ray Myers

Grab: 2030 Valuation Model!

Estimating 2030 Financial Results and Target Share Price.

May 7 • Ray Myers

Grab Q1 2026: Dealing with Iran War Oil Shock!

Strong GMV, revenue and ADJ EBITDA growth, despite disruptions!

May 6 • Ray Myers

Meridian Holdings: Growing Small-Cap Trading Below Peers!

Meridian Holdings Investment Thesis!

Apr 15 • Ray Myers

Is Mercado Libre a Buy?

2030 Valuation Model!

Dec 30, 2025 • Ray Myers

Is DLocal a Buy?

Stellar quarter, silly reaction.

Nov 13, 2025 • Ray Myers

Nu Applies for US Bank Charter!

Transformational announcement!

Oct 1, 2025 • Ray Myers

Nu AI Private Banker!

Bridging the knowledge gap between the 1% and the 99%.

Sep 4, 2025 • Ray Myers

Can this iGaming small cap 5X?

Golden Matrix Group Investment Case!

Sep 3, 2025 • Ray Myers

Grab Q2 Earnings Update!

Accelerating GMV growth and Exploding Loan Portfolio!

Jul 31, 2025 • Ray Myers

Is Sea Limited a buy?

Sea Limited. Equity Research! Part 3/3.

Jun 8, 2025 • Ray Myers

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