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Broadcom Deep Dive: The Custom AI Chip Leader!
A very high quality business that is trading for a fair price.
Jun 17
•
Ray Myers
11
4
Mercado Libre: The Best Company in Latin America is Cheap!
Stock is down 34%, despite accelerating revenue growth and strengthening moat.
Jun 10
•
Ray Myers
11
2
10
Meta: Most Undervalued Mag7!
Investors are worried that Meta might be over investing in AI, while ignoring the Opportunity.
May 28
•
Ray Myers
11
7
SpaceX Deep Dive: $2T IPO of the Century!
The long awaited SpaceX IPO is here!
May 25
•
Ray Myers
11
3
Micron: The AI Memory Supercycle!
US memory chip manufacturer experiencing AI-driven, Nvidia-like demand growth for its chips!
May 12
•
Ray Myers
12
12
Meridian Holdings Q1 2026: Back to GAAP Profitability!
Small cap trading 4x EV/ADJ EBITDA whilst growing topline at 17% and ADJ EBITDA at 26%
Apr 30
•
Ray Myers
7
6
Nebius Deep Dive: AWS of AI or a Bubble?
Understanding the AI infrastructure upstart targeting $7-9B ARR in 2026!
Apr 26
•
Ray Myers
25
3
11
Meridian Holdings: Growing Small-Cap Trading Below Peers!
Meridian Holdings Investment Thesis!
Apr 15
•
Ray Myers
19
21
WW International: Dying Business or a 10x Opportunity?
Transformation from a bankrupt legacy brand, into a digital healthcare platform.
Apr 13
•
Ray Myers
7
1
Lumentum: Nvidia Moment or Hype?
Fast Growing Manufacturer of Lasers Crucial for the AI Revolution!
Mar 31
•
Ray Myers
15
2
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
23
11
Klarna: 5x Opportunity or a Subprime Lender?
Undervalued BNPL Fintech building a Digital Banking business!
Mar 19
•
Ray Myers
16
2
9
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