Investment Cases

Meridian Holdings: Growing Small-Cap Trading Below Peers!

Meridian Holdings Investment Thesis!

14 hrs ago • Ray Myers

WW International: Dying Business or a 10x Opportunity?

Transformation from a bankrupt legacy brand, into a digital healthcare platform.

Apr 13 • Ray Myers

Lumentum: Nvidia Moment or Hype?

Fast Growing Manufacturer of Lasers Crucial for the AI Revolution!

Mar 31 • Ray Myers

Sivers Semiconductors: Asymmetric Photonics Opportunity or Hype?

$360M Market Cap Swedish Semiconductor Small Cap, in a Multi-Billion Dollar AI Photonics Niche.

Mar 24 • Ray Myers

Klarna: 5x Opportunity or a Subprime Lender?

Undervalued BNPL Fintech building a Digital Banking business!

Mar 19 • Ray Myers

Ondas Investment Thesis!

Consolidating the Military Drone and Robotics Industries!

Mar 15 • Ray Myers

Cipher Digital Investment Thesis!

Undervalued AI Data Center Developer!

Mar 8 • Ray Myers

SanDisk Investment Thesis!

Transition from cyclical commodity to high-value AI infrastructure!

Feb 18

SoFi Investment Thesis: Part 2!

Loan Platform Business, Crypto and SofiUSD Stablecoin.

Jan 22 • Ray Myers

UiPath Investment Thesis!

From SaaS to Agentic AI!

Jan 20 • Ray Myers

Is Mercado Libre a Buy?

2030 Valuation Model!

Dec 30, 2025 • Ray Myers

Nu is a Strong Buy!

Updated 2030 Valuation Model!

Dec 24, 2025 • Ray Myers

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