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Nu holdings will continue to disrupt the South American banking market
Duolingo (DUOL): The AI Learning Architect – Trading Profits for a 100M User Vision
Duolingo (DUOL) is currently undergoing its most significant strategic shift since its IPO, transitioning from a monetization-heavy model to a "user-growth first" strategy. This pivot was punctuated by its Q4 2025 earnings report on Thursday, February 26, 2026 , where the company beat expectations with $282.9 million in revenue (up 35% YoY) but issued guidance that sparked a massive sell-off.Read more
Pro Medicus: The Market Is Confusing a Lumpy Quarter With a Broken Business
There's a telling anecdote about Pro Medicus that doesn't appear in any investor presentation. Radiologists at top US hospitals have started demanding it as a condition of employment — they simply won't join institutions that don't run Visage, the company's flagship imaging platform.Read more
Dycom Industries (DY): The Broadband Backbone – Scaling the Nation’s Fiber and AI Expansion
Dycom Industries (DY) is currently the dominant provider of specialty contracting services for the telecommunications infrastructure industry, and its stock has reflected this essential status. As of the February 27 close, the stock is trading at $419.95 , following a monumental 2025 where it surged over 150%.Read more
DroneShield: Structural Tailwind, Execution Still the Real Test
DroneShield sits in a part of the defence market that has shifted from experimental to essential. The rise of drone warfare has made counter-UAS systems a structural priority, particularly across NATO-aligned countries.Read more
High quality compounder, but current valuation leaves limited margin of safety.
Pidilite – A Business That Quietly Compounds When I first looked at Pidilite, I did not see just an adhesive company. I saw a business that has become part of how Indian homes are built and maintained.Read more
ISRG Riding the Lightning
I have followed ISRG since 2003 when it was brought to the investing club I had just joined. I tried to analyze ISRG with the BetterInvesting SSG methodology that I had been introduced to and I could not get it in the buy zone.Read more
Cango’s Shift Toward Distributed Compute
Cango Inc. (NYSE: CANG) is being priced like a leftover China-inc auto-finance story that lost relevance years ago.Read more
Take Two Interactive Software TTWO Valuation Analysis
Company Overview and Investment Thesis Take Two Interactive Software, Inc. NASDAQ: TTWO currently presents a favourable risk reward profile for portfolios allocating capital to the interactive entertainment sector.Read more
NVIDIA leads the AI charge in 2026 with record revenues and a 75% rise
NVIDIA (NVDA) – Q4 FY2026 Risk Analysis, Outlook, and Forecast I. Executive Summary NVIDIA reported exceptional Q4 FY2026 results , with record revenue and profitability , driven by unparalleled demand for AI compute infrastructure, especially in data center products.Read more
