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Nu. Serving the Underserved! Equity Research! Part 3/3
AI Private Banker, Emerging Markets Expansion, and an Affordable Valuation!
Apr 10
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Ray Myers
14
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Nu. Serving the Underserved! Equity Research! Part 3/3
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Nu. Serving the Underserved! Equity Research! Part 2/3
Competition and Risks
Apr 3
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Ray Myers
10
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Nu. Serving the Underserved! Equity Research! Part 2/3
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Nu. Serving the Underserved! Equity Research! Part 1/3
The Story of Nu and Business Model
Mar 9
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Ray Myers
20
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Nu. Serving the Underserved! Equity Research! Part 1/3
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6
Grab. The Makings of a SuperApp! Equity Research! Part 3/3.
Financial Services, SuperApp, Grab's Finances, and Valuation!
Feb 16
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Ray Myers
12
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Grab. The Makings of a SuperApp! Equity Research! Part 3/3.
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Grab. The Makings of a SuperApp! Equity Research! Part 2/3.
Network Effects, Competition, and Regional Development
Feb 9
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Ray Myers
11
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Grab. The Makings of a SuperApp! Equity Research! Part 2/3.
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Grab. The Makings of a SuperApp! Equity Research! Part 1/3.
42M Users, $17B GMV, and an Exploding Fintech Business!
Jan 26
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Ray Myers
25
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Grab. The Makings of a SuperApp! 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, 2024
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Ray Myers
18
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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, 2024
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Ray Myers
10
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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, 2024
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Ray Myers
34
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Mercado Libre. More than Amazon! Equity Research! Part 1/3.
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