December 12, 2024
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…
December 11, 2024
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…
December 6, 2024
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…
November 25, 2024
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…
November 14, 2024
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…
November 11, 2024
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…
November 7, 2024
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…
October 24, 2024
On October 22nd, we hosted a Bull / Bear investor discussion on Roblox Corp. (RBLX). Participants compared views on Roblox user cohorts, quarterly bookings, advertising monetization, potential profitability of the platform, and AI benefits. Investor…
October 23, 2024
The investor who pitched CSGP as a short idea gave us an update following the company’s Q3 earnings on October 22nd. Here are his thoughts on the stock after Q3 2024 earnings: The short thesis…
October 22, 2024
On October 18th, 2024 we hosted an investor idea event focused on the power industry with investors located in Connecticut, Los Angeles and New York. A long thesis was shared on each of the following:…