Emerging Markets

Is DLocal a Buy?

Stellar quarter, silly reaction.

Nov 13 •

Nu Applies for US Bank Charter!

Transformational announcement!

Oct 1 •

Nu AI Private Banker!

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

Sep 4 •

Can this iGaming small cap 5X?

Golden Matrix Group Investment Case!

Sep 3 •

Grab Q2 Earnings Update!

Accelerating GMV growth and Exploding Loan Portfolio!

Jul 31 •

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 •

Emerging Markets Fintech, growing payment volume by 45% per year!

DLocal Investment Case!

May 21 •

How Sea 30X'ed revenue in 4 years!

Sea Limited. Equity Research! Part 1/3

May 18 •

Nu Q1 2025 Earnings Update!

NU Strong Customer Growth, Huge Profits, and Affordable Valuation!

May 14 •

TSMC Investment Case!

Apr 30 •

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

Apr 10 •

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