Mentions28
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Latest post20 Aug 2026
Nu Holdings Ltd.NU’s Customers Are Getting More Valuable, Again-20 Aug 2026
Uber Technologies, Inc.Uber: 2026 Financial Model and Valuation Update-11 Aug 2026
MercadoLibre, Inc.Portfolio Review - July 2026-1 Aug 2026
Adyen N.V.Portfolio Review - July 2026-1 Aug 2026
Meta Platforms, Inc.Portfolio Review - July 2026-1 Aug 2026
Uber Technologies, Inc.Portfolio Review - July 2026-1 Aug 2026
Take-Two Interactive Software, Inc.Portfolio Review - July 2026-1 Aug 2026
ASML Holding N.V.Portfolio Review - July 2026-1 Aug 2026
Amazon.com, Inc.Portfolio Review - July 2026-1 Aug 2026
Adyen N.V.Adyen: 2026 Financial Model and Valuation Update-28 Jul 2026
MercadoLibre, Inc.MercadoLibre: 2026 Financial Model and Valuation Update-16 Jul 2026
MercadoLibre, Inc.Portfolio Review - June 2026-1 Jul 2026
Meta Platforms, Inc.Portfolio Review - June 2026-1 Jul 2026
Nu Holdings Ltd.Portfolio Review - June 2026-1 Jul 2026
Sea LimitedPortfolio Review - June 2026-1 Jul 2026
Adyen N.V.Portfolio Review - June 2026-1 Jul 2026
Rubrik, Inc.Portfolio Review - June 2026-1 Jul 2026
AbbVie Inc.Portfolio Review - June 2026-1 Jul 2026
Amazon.com, Inc.Portfolio Review - June 2026-1 Jul 2026
Microsoft CorporationPortfolio Review - June 2026-1 Jul 2026
Take-Two Interactive Software, Inc.Portfolio Review - June 2026-1 Jul 2026
ASML Holding N.V.Portfolio Review - June 2026-1 Jul 2026
Rubrik, Inc.Portfolio Review - May 2026-30 May 2026
MercadoLibre, Inc.Portfolio Review - May 2026-30 May 2026
Take-Two Interactive Software, Inc.Portfolio Review - May 2026-30 May 2026
InPost S.A.Portfolio Review - May 2026-30 May 2026
Nu Holdings Ltd.Portfolio Review - May 2026-30 May 2026
Meta Platforms, Inc.Portfolio Review - May 2026-30 May 2026