Fintech

Klarna: 5x Opportunity or a Subprime Lender?

Undervalued BNPL Fintech building a Digital Banking business!

Mar 19 • Ray Myers

Nu Q4 2025 Earnings Review!

Excellent execution once again!

Feb 26 • Ray Myers

SoFi Investment Thesis: Part 2!

Loan Platform Business, Crypto and SofiUSD Stablecoin.

Jan 22 • Ray Myers

Nu is a Strong Buy!

Updated 2030 Valuation Model!

Dec 24, 2025 • Ray Myers

Pagaya Investment Case!

Dec 9, 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

Nu Q2 2025 Earnings Update!

Strong Customer Gains, Exploding Deposits, and Affordable Valuation!

Aug 15, 2025 • Ray Myers

Fast-growing Fintech set to grow earnings by 363%!

Sofi Investment Case!

May 28, 2025 • Ray Myers

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

DLocal Investment Case!

May 21, 2025 • Ray Myers

Nu Q1 2025 Earnings Update!

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

May 14, 2025 • Ray Myers

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