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Evolus: The Beautification Arms Race (Ticker: EOLS)
A comprehensive research report on a disruptive player in aesthetics
Jan 9
•
Brett Schafer
6
2
2
Cava Group: Our Mediterranean Future (Ticker: CAVA)
A full research report on the fast casual chain down 65% from all-time highs.
Dec 12, 2025
•
Brett Schafer
5
2
2
Gambling.com Group: Durable Tailwinds? (Ticker: GAMB)
Facing headwinds, this digital gambling player is evolving its business and trades at a 20% free cash flow yield.
Nov 14, 2025
•
Brett Schafer
7
2
Kraken Robotics: Subsea Superiority (Ticker: KRKNF)
A small-cap hypergrower benefitting from the defense spending supercycle
Sep 26, 2025
•
Brett Schafer
38
7
Oscar Health: Undervalued or Overhyped? (Ticker: OSCR)
Taking a thorough look at this fast growing health insurance stock
Jul 30, 2025
•
Brett Schafer
19
10
The Real Brokerage: The Fastest Growing Company We've EVER Covered on The Podcast (Ticker: REAX)
But am I buying the stock?
Jun 18, 2025
•
Brett Schafer
18
5
4
Instacart: The Next Great Network Effect Business? (Ticker: CART)
An underrated marketplace hiding in plain sight
May 21, 2025
•
Brett Schafer
9
3
Why I Bought Interactive Brokers Stock (Ticker: IBKR)
A deep dive into this brokerage compounder
Apr 30, 2025
•
Brett Schafer
11
3
4
Nu Holdings: The Best Fintech Stock in The World? (Ticker: NU)
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Mar 26, 2025
•
Brett Schafer
8
1
2
Grupo Aeroportuario Centro Norte: I Bought The Highest Quality Stock In Mexico (Ticker: OMAB)
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Jan 29, 2025
•
Brett Schafer
12
5
4
Remitly Global: Why I Am Buying This Hidden Fintech Stock (Ticker: RELY)
A potential compounder at a profit inflection
Sep 4, 2024
•
Brett Schafer
14
8
8
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