From cash burn to cash machine — a deep dive into the misunderstood neobank that's beating estimates, compounding margins, and flying under Wall Street’s radar. This could be your next multi-bagger.
The AI narrative is powerful, but I believe the real winners will be those who combine innovation with durable economics. I wrote about this in my recent review — showing how thesis-driven investing captured both AI and energy transitions. Happy to share here
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The AI narrative is powerful, but I believe the real winners will be those who combine innovation with durable economics. I wrote about this in my recent review — showing how thesis-driven investing captured both AI and energy transitions. Happy to share here
https://open.substack.com/pub/thesisrationale/p/annual-investment-review-20242025?r=48cf8j&utm_medium=ios
Nice written
Great article. Recent insider selling is not positive, and rising delinquencies add risk. I really like them but valuation is close to perfection here