Velishchuk Opener I like to invest in high-quality businesses – ones that can generate high returns on capital above the cost of capital and grow significantly over time. I believe the combination of a high return on capital, along with double-digit top-line growth at a reasonable price, is the winning formula. Moreover, I prefer simple…
Nikada/iStock Unreleased via Getty Images Introduction In 2024, Apple (NASDAQ:AAPL) lost its number one position as the world’s most valuable public company to Microsoft (MSFT). Apple has maintained its status as the world’s largest public company for an extended period, and my fundamental analysis indicates that this accolade is well-deserved. Reclaiming the top spot may…
dednuel images Thesis Remitly Global Inc (NASDAQ:RELY) is a digital-first fintech company that provides international money transfer services to over 170 countries. The company’s transparent fee structure, speedy transfers, and digital-first approach have enabled it to take market share from long-established industry players. Since 2019, Remitly has grown its revenues more than four-fold and has…
MichaelSvoboda/E+ via Getty Images Introduction Roadzen, Inc. (NASDAQ:RDZN) is an insurance technology (insurtech) firm that focuses on providing next-generation solutions for vehicle insurance and automotive companies. Roadzen integrates technologies including artificial intelligence and data analytics into auto insurance and vehicle safety services. Roadzen’s product suite helps insurance companies and automotive companies interact with customers in…
martin-dm Investment Thesis Since its foundation in 2015, Li Auto (NASDAQ:LI) has swiftly positioned itself as a leader in the Chinese EV market. The company adopts a unique approach to tackling range anxiety and charging inconvenience through ‘range extenders’, which are small gasoline engines that generate electricity to power its SUV’s battery when an EV…