Spotify deep dive and 2025 outlook $SPOT

Spotify Technology S.A. is a global leader in audio streaming, offering music, podcasts, and audiobooks to over 600 million users worldwide. Launched in 2008, it revolutionized digital music consumption with a freemium model that includes both ad-supported and premium subscription options. Headquartered in Stockholm, Sweden, with operational hubs in New York and other major cities,…

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Clear Secure deep dive and 2025 outlook $YOU

Clear Secure, Inc. operates a biometric identity / identity verification platform under the CLEAR brand in the United States. Its services include airport security line access (via paid membership “CLEAR Plus”), virtual queue management (Reserve by CLEAR), identity verification for business partners (CLEAR Verified), and digital identity solutions (e.g. “Sora ID”).  The company positions itself in…

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Wingstop Inc $WING Deep Dive

Executive Summary: Wingstop Inc. is an American restaurant chain specializing in buffalo wings. Founded in 1994 in Garland, Texas, they’ve grown into an international franchise with a unique aviation-themed decor. Their menu offers sauced and dry-rubbed wings in a variety of flavors, alongside fries and other sides. Wingstop Inc. reported revenue jumped 34.1% year-over-year to…

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Navan IPO, recent earnings and deep dive $NAVN

Overview — Navan (Nasdaq: NAVN) is a corporate travel and expense platform that combines travel booking, policy controls, and spend management into one workflow for employees and finance teams. The company was founded in 2015 and is headquartered in Palo Alto, California, and it expanded from travel into payments and expense management as a broader “T&E…

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Instacart Maplebear $CART Earnings Summary

Maplebear Inc. (NASDAQ: CART), the parent company of Instacart, reported its first-quarter 2025 earnings on May 1, 2025. The company posted a net income of $106 million, translating to earnings per share (EPS) of $0.37, down from $0.43 in the same quarter last year. This result slightly missed analysts’ expectations, which had forecasted an EPS of $0.38. Revenue…

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Grab holdings, earnings review and 2025 outlook $GRAB

Grab Holdings is a Singapore-based technology company that has built a “super-app” in Southeast Asia, offering ride-hailing, food and grocery delivery, and digital financial services. It operates across multiple countries (including Singapore, Malaysia, Indonesia, the Philippines, Thailand, Vietnam and Cambodia) and aims to empower consumers and merchants with one unified platform. The company’s mission is…

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General Motors earnings review and 2026 outlook $GM

General Motors is one of the world’s largest automotive manufacturers, producing vehicles under brands including Chevrolet, GMC, Cadillac, and Buick. Founded in 1908 and headquartered in Detroit, GM generated approximately $171 billion in revenue in FY2024, making it the largest U.S. automaker by revenue. The company operates across North America, China (via joint ventures), and select…

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Monday.com Ltd $MNDY Deep Dive

Executive Summary: Monday.com Ltd., that offers a cloud-based Work OS platform. This platform allows users to build custom applications and project management software to fit their specific needs. Their user-friendly platform empowers teams to manage tasks, workflows, and projects seamlessly, ultimately aiming to improve overall efficiency and transparency within organizations. Monday.com Ltd. reported revenue of…

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DXC Technology Company $DXC Deep Dive

Executive Summary: DXC Technology is a global IT services and consulting company formed in 2017 through the merger of DXC serves a wide range of industries, including finance, healthcare, and public sector organizations. Their services encompass cloud solutions, application services, and IT outsourcing, aiming to help clients modernize their IT infrastructure. DXC Technology Co. reported…

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MakeMyTrip Limited $MMYT Deep Dive

Executive Summary: MakeMyTrip Limited is a leading Indian online travel company founded in 2000. They offer a variety of travel services including flights, hotels, holiday packages, bus and rail tickets. The company is headquartered in Gurugram, Haryana, India and has a presence in over 100 cities. MakeMyTrip is a subsidiary of Trip.com $TCOM, the leading…

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