DLocal Limited $DLO Deep Dive

Executive Summary: dLocal is a Uruguayan financial technology company founded in 2016. They specialize in cross-border payments, helping global businesses connect with consumers in emerging markets. The company has grown rapidly and become a “unicorn,” a startup valued over $1 billion. DLocal reported earnings per share (EPS) came in at 6 cents, missing analyst expectations…

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FTAI Aviation Ltd $FTAI Deep Dive

Executive Summary: FTAI Aviation Ltd. is a company that specializes in supplying and leasing high-quality jet engines and commercial aircraft. They focus on making the aircraft maintenance process easier for their clients by offering solutions that control costs and minimize downtime. Their “Module Factory” is a dedicated center that repairs and refurbishes CFM56 jet engines….

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Lyft Inc. $LYFT Deep Dive

Executive Summary: Lyft is a transportation company in the United States and Canada offering ride-hailing, scooters, bikes, car rentals, and even food delivery in some areas. They operate a network of drivers connected to riders through their app, and also provide businesses with transportation solutions. Founded in 2007, Lyft is the second-largest ridesharing company in…

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Dutch Bros Inc $BROS Deep Dive

Executive Summary: Dutch Bros Inc. is a publicly traded drive-thru coffee chain founded in Oregon in 1992. They specialize in handcrafted beverages including espresso drinks, cold brew, teas, and more. The company is headquartered in Grants Pass, Oregon and has franchised and company-owned locations primarily in the western United States, though they have expanded eastward…

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Abercrombie & Fitch Company $ANF Deep Dive

Executive Summary: Abercrombie & Fitch Co., or A&F, is a major American retailer known for its casual, contemporary clothing. Founded in 1892, it started out as a supplier of high-end outdoor gear for adventurers. The company operates over 800 stores across several brands, including Abercrombie Kids and Hollister. Analysts predict an EPS (earnings per share)…

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PowerSchool Holdings $PWSC Deep Dive

Executive Summary: PowerSchool Holdings is a leading provider of cloud-based software for K-12 education in North America. Their mission is to empower educators and students through technology. They offer a unified platform that helps schools manage various administrative tasks, including attendance, grading, and finances. The company recently surpassed $700 million in annual recurring revenue. PowerSchool…

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Old National Bancorp $ONB Deep Dive

Executive Summary: Old National Bancorp, the holding company for Old National Bank, is a large financial institution headquartered in Indiana. It ranks among the top 30 banking companies in the US with over $53 billion in assets. They focus on community banking and wealth management services across a six-state footprint including Illinois, Indiana, Kentucky, Michigan,…

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Kyndryl Holdings $KD Deep Dive

Executive Summary: Kyndryl Holdings is a major player in the world of information technology, specifically infrastructure services. Founded in 2021 through a spin-off from IBM, they design, build, manage and develop large-scale IT systems. Currently headquartered in New York City, Kyndryl boasts a global presence with a customer base that includes 75% of Fortune 100…

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Ollie’s Bargain Outlet Holdings $OLLI Deep Dive

Executive Summary: Ollie’s Bargain Outlet Holdings is a retailer that sells brand-name merchandise at discount prices. They offer a variety of products including housewares, food, and toys. The company prides itself on its unique shopping experience, which they describe as a “treasure hunt.” Ollie’s Bargain Outlet Holdings is growing rapidly and recently increased their target…

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Aurora Innovation $AUR Deep Dive

Executive Summary: Aurora Innovation Inc., is a self-driving vehicle technology company based in Pittsburgh, Pennsylvania. Their core product is the Aurora Driver, a system that can be integrated into various vehicles, converting them into autonomous cars. The Aurora Driver is a combination of sensors, software, and hardware that allows the vehicle to perceive its surroundings…

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