April 25, 2025
This morning it was reported by Ootimista that Brazil is considering replacing traditional meal voucher cards with the Pix system, an instant, direct-to-user payment system. Shares in Edenred have been under pressure following the report….
April 23, 2025
On Tuesday, April 22, we hosted a short idea event with investors, who shared a current short thesis for three companies: Docusign Inc (DOCU), New York Times Co (NYT), and Mp Materials Corp (MP). Please…
April 14, 2025
On April 11th, we hosted a bull / bear discussion on the Alternative Asset Management industry including APO, BN, BX, KKR, ICG LN and EQT SS. Five investors joined the discussion and shared research and…
April 11, 2025
We hosted an European idea lunch in London with seven investors on April 8th. The investors shared a current long thesis for the following companies: BE Semiconductor Industries NV (BESI NA), Allfunds Group PLC (ALLFG…
April 2, 2025
We hosted an investor idea dinner in Miami on March 31st. The investors shared a current long thesis for the following companies: Cyberark Software Ltd (CYBR), Payoneer Global Inc (PAYO) and Zillow Group Inc Class…
March 24, 2025
We hosted an investor idea dinner in New York City with five investors. The investors shared a current short thesis for the following companies: Constellation Brands Inc (STZ), Cracker Barrel Old Country Store Inc (CBRL),…
March 21, 2025
On March 21st, we hosted a roundtable event to discuss CoreWeave Inc (CRWV). Eight investors joined the discussion and shared research and opinions on various topics including the fundamentals of the business, infrastructure advantages, customer…
March 10, 2025
Price Target: kr 600 We caught up with the investor who pitched Evolution AB (EVO SS) short in Nov ‘24 during a London Investor Idea Event. He remains short the stock and provided an update…
March 6, 2025
Revelare would like to take a moment this month to highlight the following: Our continued focus on Nebius Group NV (NBIS), the recent controversy with Applovin (APP) and a number of recent events focused on…
February 28, 2025
We hosted an investor bull / bear roundtable on Hims & Hers Health Inc (HIMS) with five investors on February 27th. During the roundtable investors compared research and opinions on HIMS competitive advantage, core business…