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Global Weekly Picks
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
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
High quality compounder, but current valuation leaves limited margin of safety.
1. Business Model & Revenue Structure Pidilite generated revenue of ₹13,140 crore in FY25, which was ₹5,361 crore in FY16, it is showing almost a 10–11% CAGR over the last decade.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
Energy One (ASX:EOL): Sticky software with improving margins
Energy One (ASX:EOL) is a small ASX software business that sits behind a part of the economy most people never think about. It provides the systems energy companies use to run wholesale trading, scheduling and risk, and it pairs that software with operational services.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
Rocket Lab: Transitioning to a Diversified Space Infrastructure Platform
Rocket Lab is transitioning from a pure-play small launch provider into a vertically integrated space infrastructure company. The investment case rests on its ability to expand the total addressable market, improve unit economics, and compound revenue through a multi-segment operating model.Read more
