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Uber Technologies: Deep Dive Analysis
From cash-burn to cash-gush: Is the current pullback a long-term entry?
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Novo Nordisk (NVO): DCF Valuation
Oct 24
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HatedMoats
69
10
11
Nebius: Deep Dive Analysis
Nov 19
41
8
8
Constellation Software: Deep Dive Analysis
Nov 4
43
11
4
dLocal (DLO): DCF Valuation
Nov 7
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HatedMoats
43
3
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Uber Technologies: DCF Valuation
The market is pricing Uber like a broken growth platform - is it true?
Dec 19
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HatedMoats
38
6
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Adobe Q4 FY25: AI Disruption Remains Nowhere To Be Seen
We read 38 pages of Q4 reports so you don't have to - here's what's going on with Adobe.
Dec 11
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HatedMoats
25
9
5
Nebius: Deep Dive Analysis
The Most Misunderstood AI Stock of 2025: Why the Market’s Panic Is Our Opportunity.
Nov 19
41
8
8
Meta Platforms: DCF Valuation
Is Meta’s AI capex “doom” wildly over-priced? - DCFriday #004
Nov 14
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HatedMoats
34
14
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Novo Nordisk: Q3 Review & How is the company actually doing this year?
We read the 38 pages of report so you don't have to.
Nov 13
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HatedMoats
20
3
4
dLocal (DLO): DCF Valuation
If This Isn’t Undervalued, What Is? - DCFriday #003
Nov 7
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HatedMoats
43
3
5
Constellation Software: Deep Dive Analysis
A thousand mini-monopolies, now on sale.
Nov 4
43
11
4
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HatedMoats
Identifying hated moats. Deep-dive analyses of high-quality companies facing temporary market hatred.
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