2025 High Conviction: Coinbase - What Doesn't Kill You, Makes You Stronger
Coinbase has weathered the crypto winter extremely well. Our thesis remains more or less the same as when we were equally bullish on the stock when...
423 Views
Kaspi.kz: Kazakhstan’s Super-App Acquiring Turkey’s E-Commerce Leader
Kaspi.kz, Kazakhstan's super-app, to acquire a majority stake in Turkey's leading e-commerce platform, Hepsiburada, enabling it to target a >100...
534 Views
Kaspi.kz: The Super-App of Kazakhstan
Kaspi.kz just announced to acquire a majority stake in Turkey's leading e-commerce platform, Hepsiburada. This transaction immediately puts the...
815 Views
The Battle of CMCDI: What Is the Endgame?
CMCDI's AGM was held yesterday, where Elizabeth Kan survived the vote with a razor-thin margin. The outcome demonstrated ASM's ability to mobilize...
870 Views
CMCDI Update: Warning Shot Fired At AGM Despite Kan’s Successful Re-Election
ASM successfully demonstrated its ability to mobilize other minority shareholders and its bargaining power at the AGM, although Director Elizabeth...
574 Views