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Research Journal: Pagaya (PGY) - Cleaning Up The Cloudy Numbers
This is a research journal post and an insight into my investment research process.
Feb 1
19
3
2
On Uber: The SpotHero Acquisiton
Why Uber is buying SpotHero: A deep dive into the $148M EBITDA synergy model, the 80% margin ad strategy, and the accretive impact. Download the model.
Jan 3
•
Manu Invests
25
2
9
On Uber: AVs, Take Rates, and Fragmentation
One of the primary arguments against Uber as an investment can be summarized in two words: AV disruption.
Dec 23, 2025
•
Manu Invests
150
4
33
SEZL: Flipping the Script on BNPL
A BNPL smashing the Rule of 40 with a score of 165, all while trading at just 14x forward earnings.
Nov 30, 2025
•
Manu Invests
21
3
11
On Uber: Addressing Insurance Reserves
Why the Bear case for Uber misses the forest for the trees and why the free cash flow is real.
Nov 28, 2025
•
Manu Invests
29
5
6
Research Journal: Stone Co.
Brazilian FinTech Making a Strategic Shift
Oct 14, 2025
•
Manu Invests
2
2
2
On HIMS: A Brief Pre-Earnings Update
A Brief Update
Jul 31, 2025
•
Manu Invests
1
1
HIMS: Growing Into Its Valuation and My Updated Price Target
Q1 2025 Earnings and Valuation Updates
May 21, 2025
•
Manu Invests
17
5
6
HIMS: Redefining Personalized Healthcare & Scaling for the Future
A premium consumer experience with strong valuation growth: HIMS’ approach to personalized care and financial success.
Mar 24, 2025
•
Manu Invests
12
4
4
Is S&P Global Undervalued? Breaking Down the Numbers & Concerns
Analyzing SPGI's Competitive Moat, Financial Strength, and Future Growth.
Mar 15, 2025
•
Manu Invests
10
6
2
Valuing Amazon - A Walkthrough
Price As of Date: 2/18/25
Mar 11, 2025
•
Manu Invests
19
5
5
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