Mentions27
Posts16
Latest post9 Oct 2026
CAVA Group, Inc.Cava Group: Buying The (Feta) Dip? (Ticker: CAVA)-9 Oct 2026
Crocs, Inc.Crocs: Double-Digit Buyback Yield (Ticker: CROX)-2 Oct 2026
Amazon.com, Inc.Where Are Google and Apple?-26 Sept 2026
Apple Inc.Where Are Google and Apple?-26 Sept 2026
Alphabet Inc.Where Are Google and Apple?-26 Sept 2026
Alsea, S.A.B. de C.V.Alsea: Durable Growth at 5.4x EBITDA (Ticker: ALSEA)-25 Sept 2026
Evolus, Inc.Evolus: Aesthetic Spending Bounceback (Ticker: EOLS)-18 Sept 2026
Remitly Global, Inc.Potential Winners And Losers From Nu Bank’s Aggressive Launch Into The United States (Ticker: NU)-16 Sept 2026
Wise Group plcPotential Winners And Losers From Nu Bank’s Aggressive Launch Into The United States (Ticker: NU)-16 Sept 2026
The Western Union CompanyPotential Winners And Losers From Nu Bank’s Aggressive Launch Into The United States (Ticker: NU)-16 Sept 2026
Ally Financial Inc.Potential Winners And Losers From Nu Bank’s Aggressive Launch Into The United States (Ticker: NU)-16 Sept 2026
Capital One Financial CorporationPotential Winners And Losers From Nu Bank’s Aggressive Launch Into The United States (Ticker: NU)-16 Sept 2026
SoFi Technologies, Inc.Potential Winners And Losers From Nu Bank’s Aggressive Launch Into The United States (Ticker: NU)-16 Sept 2026
Nu Holdings Ltd.Potential Winners And Losers From Nu Bank’s Aggressive Launch Into The United States (Ticker: NU)-16 Sept 2026
MercadoLibre, Inc.MercadoLibre: Trajectory To Scale (Ticker: MELI)-11 Sept 2026
Kraken Robotics Inc.Kraken Robotics: Doubling Down (Ticker: KRKN.F)-4 Sept 2026
Wise Group plcWise: Time To Strike? (Ticker: WISE)-28 Aug 2026
The Real Brokerage Inc.The Real Brokerage: Transformation (Ticker: REAX)-21 Aug 2026
Nintendo Co., Ltd.Nintendo: Churning Recovery (Ticker: NTDOY)-14 Aug 2026
Remitly Global, Inc.Remitly Global: Still Undervalued? (Ticker: RELY)-7 Aug 2026
BBB Foods Inc.BBB Foods: A Proven Discount Grocery Model With Ample Runway Ahead (Ticker: TBBB)-31 Jul 2026
Coupang, Inc.Coupang: Normalization (Ticker: CPNG)-24 Jul 2026
Adyen N.V.Adyen: Land And Expand (Ticker: ADYEN)-17 Jul 2026
Remitly Global, Inc.Half-Year Returns + Short Portfolio Update-10 Jul 2026
Interactive Brokers Group, Inc.Half-Year Returns + Short Portfolio Update-10 Jul 2026
Nelnet, Inc.Half-Year Returns + Short Portfolio Update-10 Jul 2026
Oscar Health, Inc.Half-Year Returns + Short Portfolio Update-10 Jul 2026