Research
Investment Strategy ↗
Presentation
Meta Platforms (META)
May 11, 2026
Presentation
NVIDIA Corporation (NVDA)
April 10, 2026
Presentation
Apollo Global Management (APO)
April 07, 2026
Presentation
CrowdStrike (CRWD)
February 24, 2026
Presentation
London Stock Exchange Group (LSEG.L)
February 13, 2026
Presentation
Joby Aviation (JOBY): (Don't) Prepare for Takeoff
January 22, 2026
Presentation
Strategic Opportunities in Emerging Markets
December 24, 2025
Presentation
Nomura Co., Ltd (9716.T)
November 13, 2025
Presentation
Oklo Inc (OKLO): Meltdown
November 01, 2025
Presentation
Metso Corporation (METSO)
October 10, 2025
Presentation
LDP Presidential Election
October 02, 2025
Presentation
Aurora Innovation (AUR): Challenging Road Ahead
September 23, 2025
Presentation
Micron Technology (MU)
September 06, 2025
