Investment Cases

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

A Legend Consolidating an $800B Industry!

QXO Investment Case!

Dec 16, 2025 • Ray Myers

AST Space Mobile Investment Case!

Revolutionising Satellite Communication!

Dec 13, 2025 • Ray Myers

Pagaya Investment Case!

Dec 9, 2025 • Ray Myers

Iren 2030-2032 Valuation Model.

Nov 28, 2025 • Ray Myers

IREN, AI Infrastructure Champion!

IREN Investment Case!

Nov 27, 2025 • Ray Myers

Rubrik Investment Case!

Nov 16, 2025 • Ray Myers

Grid Investment Supercycle Opportunity!

Arteche Investment Case!

Oct 25, 2025 • Ray Myers

Is Nebius still a Buy?

Updated Nebius Investment Case!

Oct 16, 2025 • Ray Myers

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