Expert investment analysis, market insights, and research from our team of student analysts. Institutional-grade research with a fresh perspective.
Bilibili (BILI) is at a critical inflection point, having transitioned to sustainable profitability while maintaining its powerful Gen Z+ community moat. The market's focus on past losses and China...
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Company Research
Tuya Inc. (TUYA) is a deep-value investment with a fortress balance sheet ($957.7M net cash), a definitive pivot to...
Company Research
Bilibili (BILI) is at a critical inflection point, having transitioned to sustainable profitability while maintaining...
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This analysis argues that Bilibili (BILI) is an undervalued growth stock with a near-monopoly in China's online video...
Company Research
Alphabet (GOOGL) is fundamentally mispriced, trading at a 'disruption discount' due to flawed fears over AI. In...
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This analysis argues GOOGL (Alphabet) is a strong buy, as the market incorrectly prices it as an AI victim. The...