Stock & Industry Picks

A collection of publications about my what stocks and industry we are looking at and why.
Stock & Industry Picks
Aug
25

Dlocal is a pick for the digitalization of the emerging world, but what price should we pay for it?

6 min read
Jul
20

Deep into the widest-moat player in e-commerce: is Shopify a buy?

8 min read
Jun
16

Cathie Wood vs. Value Investor: a look at Tesla´s valuation

8 min read
Dec
29

🎢5 value AND high growth stocks on Christmas sale.

5 min read
Dec
20

8 extremely overvalued stocks I am selling to prepare for 2022

4 min read