Coupang deep dive and forecast 2025 $CPNG

Coupang Inc. $CPNG is a South Korean e-commerce company known for its rapid delivery services and comprehensive online retail platform. Founded in 2010 by Bom Kim, the company has evolved into one of South Korea’s largest online retailers, offering a wide range of products from groceries to electronics. Coupang’s commitment to customer satisfaction is evident in its…

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Bumble Inc $BMBL Deep Dive

Executive Summary: Bumble Inc., founded in 2014 by Whitney Wolfe Herd, is the parent company of the popular dating app Bumble, known for its feminist approach where women make the first move in heterosexual matches. They also own Badoo, another dating app, and are expanding into friendship (Bumble BFF) and professional networking (Bumble Bizz) with…

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Li Auto Inc $LI Deep Dive

Executive Summary: Li Auto Inc. is a prominent player in China’s electric vehicle market, specializing in the design, development, and manufacturing of premium smart electric vehicles. The company is particularly known for its pioneering work in commercializing extended-range electric vehicles (EREVs) in China, a technology that combines electric power with a gasoline-powered range extender to…

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Celsius Holdings Inc $CELH Deep Dive

Executive Summary: Celsius Holdings Inc. is a global beverage company specializing in premium energy drinks. Its flagship product, CELSIUS, is a zero-sugar, better-for-you alternative to traditional energy drinks, designed to appeal to fitness enthusiasts and health-conscious consumers. The company’s unique MetaPlus formulation, which includes ingredients like guarana, green tea extract, and ginger, provides a sustained…

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Schrodinger Inc $SDGR Deep Dive

Executive Summary:Founded in 1990, Schrödinger, Inc. is a scientific software company focused on accelerating innovation in drug discovery and materials science. Their core strength lies in computational platforms that simulate molecules at an atomic level, allowing researchers to virtually predict how they’ll behave and optimize them for specific purposes. Beyond software, they offer custom solutions,…

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Mobileye earnings review and 2025 outlook $MBLY

Mobileye Global Inc. is an Israel-headquartered company (though U.S.-domiciled) focused on advanced driver assistance systems (ADAS) and autonomous driving technologies using computer vision, AI, sensors and mapping. It was founded in 1999 and is based in Jerusalem. The company’s 2024 revenues (exact figure not publicly isolated) are understood to be in the low-billion-dollar range; a…

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Digital Realty Trust Inc $DLR Deep Dive

Executive Summary: Digital Realty Trust Inc. is a real estate investment trust (REIT) specializing in data center solutions. The company focuses on acquiring, developing, and operating data centers globally, offering colocation and interconnection services to a diverse range of businesses. Their data centers provide essential infrastructure for industries like cloud computing, finance, healthcare, and technology,…

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Smartsheet Inc $SMAR Deep Dive

Executive Summary: Smartsheet Inc. is a American company headquartered in Bellevue, Washington. They are the developers of the Smartsheet application, a software as a service for collaboration and work management. Founded in 2005, the software boasts a user-friendly interface similar to spreadsheets and is used for assigning tasks, tracking project progress, managing calendars, and sharing…

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Gen Digital Inc $GEN Deep Dive

Executive Summary: Gen Digital Inc. is a global cybersecurity company that provides software and services to protect individuals and businesses from online threats. With a portfolio of well-known brands like Norton, Avast, and LifeLock, Gen Digital offers a range of solutions including antivirus protection, identity theft prevention, and online reputation management. The company aims to…

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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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