CompoundingAlpha

Articles

44

Companies covered

30

Sectors

7

Countries

9

Research Articles

The Amazon of Latin America might be a Perfect Business... So Why Am I Not Buying It?

Aug 18, 2026

Compounding Alpha Scorecard: MercadoLibre (MELI)

Aug 18, 2026

The Trillion-Dollar Wallet War: Inside the Brutal Rivalry Between Nubank and Mercado Pago

Aug 15, 2026

Cellebrite ($CLBT) Plunges 30% on Earnings: Overreaction or Red Flag? | Talkin' Stocks Ep. 5

Aug 13, 2026

How Nubank Built a 135M User Empire ($NU Deep Dive & Valuation)

Aug 11, 2026

CompoundingAlpha Scorecard: Nu Holdings (NU)

Aug 11, 2026

FTAI Aviation ($FTAI) Is This The Safest AI Infrastructure Stock On The Market?

Aug 8, 2026

Amazon's AWS Re-Acceleration & Uber's Autonomous Future | CompoundingAlpha Ep. 4

Aug 6, 2026

The Anatomy of a 260x Return: Constellation Software ($CSU.TO)

Aug 4, 2026

Compounding Alpha Scorecard: Constellation Software ($CSU.TO)

Aug 4, 2026

The AI Capex Dilemma & Axon Enterprise's Police Monopoly | Compounding Alpha Ep. 3

Jul 30, 2026

The AI Gold Standard: A Deep Dive into Palantir ($PLTR)

Jul 28, 2026

Compounding Alpha Scorecard: Palantir Technologies (PLTR)

Jul 28, 2026

Big Tech Capex Jitters & FTAI Aviation’s $1.5B Data Center Pivot

Jul 23, 2026

Netflix (NFLX) Valuation & Equity Analysis: The Economics of Attention

Jul 21, 2026

S&P 500 Valuations + Why Cellebrite's (CLBT) DOJ FedRAMP Win Matters

Jul 16, 2026

Micron (MU): The AI Chokepoint vs. The Widow-Maker Trade

Jul 14, 2026

Jet Engines and AI Data Centers: The FTAI Aviation ($FTAI) Deep Dive

Jul 7, 2026

Eating the Restaurant Industry: Why Toast ($TOST) is Winning the POS Wars

Jul 1, 2026

Yellow Buses, Green Margins: The Incredible Metamorphosis of Blue Bird

May 19, 2026

Sportradar: The Operating System of Global Sports Data

Apr 22, 2026

Owned Destinations: Why Casella Waste is Winning the Northeast

Apr 13, 2026

The Alpha in PGR: Why Progressive is the Ultimate Compounding Engine

Apr 9, 2026

The Peptide Fortress: A Deep Dive into Novo Nordisk’s 100-Year Head Start

Apr 6, 2026

Meta Platforms: The $135 Billion Bet

Apr 2, 2026

The Ultimate Toll Booth: A Deep Dive into Texas Pacific Land (TPL)

Mar 30, 2026

The Invisible Sovereign: ASML and the Architecture of Modern Power

Mar 27, 2026

INTU: Buying the Moonshot at Base-Case Prices

Mar 24, 2026

The 137-Year Pivot: How a Kyoto Card Shop Conquered the World

Mar 22, 2026

Compounding Kando: A Deep Dive into the One Sony Investment Thesis

Jan 19, 2026

($DUOL) The Duolingo Paradox: Mastery, Motivation, and $1.1 Billion in Dry Powder

Jan 12, 2026

GitLab ($GTLB): The Swiss Army Knife Solving the AI Paradox

Jan 7, 2026

S&P Global: The Great Financial Toll Booth

Jan 6, 2026

The Cash Flow Machine: Uber’s Trillion-Dollar Trajectory

Jan 5, 2026

The 10,000 Transplant North Star: An In-Depth Investment Thesis for TransMedics

Jan 1, 2026

The Axon Evolution: From Garage Startup to the AI Frontier of Public Safety

Dec 31, 2025

The Rockstar Paradox: Why Take-Two is More Than Just a GTA VI Bet

Dec 29, 2025

The Case to Closure King: How Cellebrite is Winning the Digital Intelligence Arms Race

Dec 24, 2025

The Case for $285 Uber

Dec 17, 2025

Cellebrite ($CLBT): Clearing the Clouds on Leadership, Corellium, and the Critical FedRAMP Catalyst

Nov 24, 2025

The Green Owl's Empire: How Duolingo is Conquering Learning with Gamification and AI

Jul 16, 2025

The AI Chip Battle Heats Up: Can AMD Break NVIDIA's Dominance?

Jul 15, 2025

Justice Accelerated: How Cellebrite is Unlocking the Future of Digital Forensics

Jul 11, 2025

Nintendo: A Deep Dive into a World-Class Investment

Jul 8, 2025