RESEARCH
Stocks
Research, investment theses and updates on individual companies I follow.
Grab Stock Breakdown: The Superapp, Atome, Autonomous Vehicles and Valuation
A complete GRAB investment thesis covering its businesses, network effects, insider buying, Atome, driver economics, risks, a simplified DCF and a final rating.
SoFi Stock Breakdown: Strong Growth, SoFiUSD and the Price I Would Pay
A complete SOFI investment thesis covering banking, credit quality, Mastercard settlement, risks, a simplified DCF and a final rating.