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Nubank: Berkshire’s Bet on Latin America
June 8, 2025 | How often are Berkshire Hathaway and Cathie Wood invested in the same thing? Today, we’ll be telling the story of one such company: Nubank, going through its incredible growth, still promising prospects, and trying to reconcile what it means for the company’s valuation.
Amazon: Is It Prime Time for Investors?
June 1, 2025 | I know… Amazon is hardly an insider tip. But take a look at the stock chart, and you might be surprised to see that it’s gone nowhere over the last four years.
Shopify: Can It Win The E-Commerce Wars?
May 25, 2025 | We’ll dive into Shopify’s evolution, breaking down how it earns money, its relationship with Amazon in the battle for the future of e-Commerce, and its valuation — as always, we’ll also decide whether the company deserves a spot in our Intrinsic Value Portfolio.
