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Adyen: Land And Expand (Ticker: ADYEN)
The two recently closed acquisitions will greatly accelerate Adyen's product breadth when competing for enterprises and start-up clients.
Jul 17
•
Brett Schafer
3
2
Half-Year Returns + Short Portfolio Update
Plus, what I care about as an individual investor.
Jul 10
•
Brett Schafer
4
2
Corporacion America Airports: Out Of The Ashes (Ticker: CAAP)
A company that has survived the warmth of collectivism is now ready to take advantage of the frigidity of capitalism.
Jul 3
5
2
June 2026
Airbnb: Building Blocks (Ticker: ABNB)
Steady moat expansion is underway.
Jun 26
•
Brett Schafer
5
2
Wix: More Pain (Ticker: WIX)
Show any signs of being an AI loser, and you will be swiftly punished.
Jun 19
•
Brett Schafer
2
2
Grupo Aeroportuario Del Centro Norte: World Cup Inflection? (Ticker: OMAB)
Plus, long-term catalysts still in play.
Jun 12
•
Brett Schafer
3
2
Nelnet: Our Berkshire? (Ticker: NNI)
An undervalued $4.6 billion market cap and the aim for perpetual holding.
Jun 5
•
Brett Schafer
10
2
May 2026
Rambling Thoughts Ahead Of The SpaceX IPO (Ticker: SPCX)
The end state is getting increasingly clear. But then what?
May 31
•
Brett Schafer
7
1
Sprouts Farmers Market: Counterweight (Ticker: SFM)
Playing the foil to the commoditized grocery market. An update on Q1.
May 29
•
Brett Schafer
5
2
Trading Update: What I am Buying and Selling Today
.
May 22
•
Brett Schafer
2
1
Oscar Health: Unstuck (Ticker: OSCR)
The stock is up 104% since the end of March. What now?
May 22
•
Brett Schafer
5
2
Remitly Global: Large Market Opportunities (Ticker: RELY)
My conviction is growing.
May 8
•
Brett Schafer
4
2
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