Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Nu Holdings: 2025 Financial Model and Valuation Update
April 10, 2025, 6:02 a.m.
Portfolio Review - March 2025
April 1, 2025, 6:02 a.m.
Adyen: 2025 Financial Model and Valuation Update
March 28, 2025, 7 a.m.
MercadoLibre: 2025 Financial Model and Valuation Update
March 19, 2025, 7:02 a.m.
Evolution: 2025 Financial Model and Valuation Update
March 13, 2025, 7:01 a.m.
Sea: The $100 Billion Milestone
March 5, 2025, 7:02 a.m.
Portfolio Review - February 2025
March 1, 2025, 7:02 a.m.
NU: Hidden Pressures Under the Hood
Feb. 25, 2025, 7:01 a.m.
MercadoLibre: Accelerating at Scale
Feb. 21, 2025, 7:02 a.m.
Airbnb: The Next Chapter
Feb. 17, 2025, 7 a.m.
Adyen: Profit Margin Reaches Three-Year High
Feb. 14, 2025, 7:01 a.m.
Uber: Record User Engagement
Feb. 6, 2025, 7:01 a.m.
Portfolio Review - January 2025
Feb. 2, 2025, 7:01 a.m.
Evolution: Trading Margin for Certainty
Jan. 31, 2025, 7:01 a.m.
Market Movers - 25 January 2025
Jan. 25, 2025, 7:01 a.m.
Market Movers - 18 January 2025
Jan. 18, 2025, 7:01 a.m.
Market Movers - 11 January 2025
Jan. 11, 2025, 7:01 a.m.
2024 Annual Report
Jan. 8, 2025, 7:01 a.m.
Portfolio Review - December 2024
Jan. 2, 2025, 7:01 a.m.
Uber Quick Pitch
Dec. 26, 2024, 7 a.m.
Market Movers - 21 December 2024
Dec. 21, 2024, 10:02 a.m.
Lessons Learned From A Failed Investment
Dec. 12, 2024, 7:01 a.m.
Market Movers - 7 December 2024
Dec. 7, 2024, 7:01 a.m.
Portfolio Review - November 2024
Nov. 30, 2024, 7:03 a.m.
Market Movers - 23 November 2024
Nov. 23, 2024, 7 a.m.