Investment Cases

Here is why Warren Buffett bought UnitedHealth!

UnitedHealth Group Investment Case!

Aug 16 •

Is AppLovin the next $1T AI Winner?

AppLovin Investment Case!

Aug 13 •

Is Oscar a buy?

Oscar Q2 2025 Update!

Aug 6 •

Organs-as-a-Service medical technology company!

TransMedics Investment Case!

Jul 3 •

Is Evolution a buy?

Evolution Investment Case!

Jun 29 •

AI Infrastructure play growing ARR by 684%!

Nebius Investment Case!

Jun 19 •

Could This Insurance Disruptor 5X?

Oscar Health Investment Case!

Jun 12 •

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

Sofi Investment Case!

May 28 •

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

DLocal Investment Case!

May 21 •

Is Microsoft a buy?

Microsoft Investment Case!

May 13 •

TSMC Investment Case!

Apr 30 •

Should you buy Meta?

Meta Investment Case!

Apr 6 •

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