Emerging Markets

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 •

Is Mercado Libre a threat?

Nu. Serving the Underserved! Equity Research! Part 2/3

Apr 3 •

How did Nu get 114M customers?

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

Mar 9 •

Should you buy Grab?

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

Feb 16 •

Is Grab a Monopoly?

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

Feb 9 •

How Grab got 42M Users to spend $17B on its platform?

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

Jan 26 •

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