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Adyen N.V. Investment Thesis
Adyen (ADYEN.AS) Deep Dive
Sep 14, 2023
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Adyen N.V. Investment Thesis
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Evolution AB Investment Thesis
Oct 12, 2023
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Evolution AB Investment Thesis
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Datadog, Inc. Investment Thesis
Apr 14, 2023
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Datadog, Inc. Investment Thesis
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Auto Partner: A Boring Business with Brilliant Results
Nov 23, 2023
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Auto Partner: A Boring Business with Brilliant Results
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Auto Partner: Steering Around a Challenging Environment
Auto Partner S.A. (APR.WA) Full Year 2023 Earnings Analysis
Apr 17
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Auto Partner: Steering Around a Challenging Environment
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Adyen: 2024 Financial Model and Valuation Update
What is the fair value of Adyen?
Apr 12
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Adyen: 2024 Financial Model and Valuation Update
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MercadoLibre: 2024 Financial Model and Valuation Update
What is the fair value of MercadoLibre?
Apr 5
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MercadoLibre: 2024 Financial Model and Valuation Update
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Portfolio Review - March 2024
Portfolio performance at the end of Q1
Apr 2
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Portfolio Review - March 2024
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Airbnb: 2024 Financial Model and Valuation Update
Analysing the fair value of Airbnb
Mar 21
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Airbnb: 2024 Financial Model and Valuation Update
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Evolution: 2024 Financial Model and Valuation Update
What is the fair value of Evolution AB?
Mar 14
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Evolution: 2024 Financial Model and Valuation Update
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Sea: The Three-Headed Monster Awakens
Sea Limited (SE) Q4 2023 Earnings Analysis
Mar 5
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Sea: The Three-Headed Monster Awakens
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