Investment Cases

AI SaaS set to grow EPS by 711%

Can Zeta pull an AppLovin?

Sep 14 •

Cyber SaaS expected to grow FCF by 437%!

Can SentinelOne challenge CrowdStrike?

Sep 10 •

Can this iGaming small cap 5X?

Golden Matrix Group Investment Case!

Sep 3 •

Can ASML become Europe’s first $1T company?

ASML Investment Case!

Aug 28 •

Can AMD catch up to Nvidia?

AMD Investment Case!

Aug 21 •

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 •

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