Investment Thesis

AppLovin ($APP) Investment Thesis: Expensive, but Unstoppable?

AppLovin ($APP): a high-multiple stock backed by strong AI-driven growth and expanding margins...

Mar 10 •

Broadcom ($AVGO) Deep Dive: Where AI and Hyperscalers Converge

Broadcom Investment Thesis: why AVGO continues to lead the semiconductor revolution...

Feb 20 •

I'm Doubling Down on MELI. Here's Why: MercadoLibre, Inc. ($MELI) Deep Dive

MercadoLibre Investment Thesis: why MELI remains an unstoppable force in LatAm...

Jan 30 •

The Next LatAm's 10-Bagger. VTEX ($VTEX) Deep Dive

Building the foundations of enterprise e-commerce for global growth...

Jan 15 •

I'm Buying Uber. Here's Why: Uber Technologies, Inc. ($UBER) Deep Dive

Driving the future: why Uber is a compelling bet on mobility and delivery transformation

Jan 8 •

NVIDIA ($NVDA) Stock Analysis: A Deep Dive Into Its Future Growth Potential and Market Dominance

📬 Exploring NVIDIA's Dominance: A Look at Its Strategic Growth, Cutting-Edge Technologies, and the Future of AI

Dec 10, 2024 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts