We hosted an idea event with investors to discuss their Top Idea for 2025 on December 17th. The investors shared a current long thesis for the following companies: Triumph Financial Inc (TFIN), D’Ieteren Group SA…

As our second year in business draws to a close, we thank you for your support and engagement. We are proud of the quality of the ideas and content that we’ve been able to publish;…

We hosted a December 12 investor roundtable to discuss Evolution AB (EVO SS) as well as Playtech PLC (PTEC LN). Five investors participated from Dallas, London, Miami, New York and San Francisco.  Investors shared research…

On December 11th we hosted a second roundtable focused on Nebius Group NV (NBIS) with four investors. During the conversation investors compared research and opinions on GPU pricing, capex estimates, GPU mix, Avride’s valuation, valuation…

We hosted an Investor Idea Event with five investors in Miami on Monday, December 9th. During the event participants shared the following investment ideas: Monday.Com Ltd (MNDY) Long, Millicom International Cellular SA (TIGO) Long, Vistry…

The presenter believes Penguin Solutions to be an AI winner at 9x PE growing topline at 15-20% over the next couple years. He believes investment in the stock today is akin to buying Dell at…

We hosted an Investor Idea Event with seven investors in London on Thursday, November 21st. During the event participants shared the following investment ideas: Short Texas Instruments Incorporated (TXN), Short Evolution AB (EVO SS), Long…

This month we’re highlighting the summary from a recent roundtable we hosted on Nebius Group NV (NBIS), which has no sell-side coverage. We revisit Applovin (APP), the top performing long idea since we started the…

On Friday, November 8th, we hosted an investor roundtable focused on Amsterdam-based Nebius Group NV (NBIS), a little-known competitor to CoreWeave and a company that emerged from a split of the assets of Russian tech…

We caught up with the investor who discussed his Applovin (APP) Long Thesis at $42.80/share during an idea event held in Dallas on November 17th, 2023. For this original thesis Refer Here The investor provided…