Think Investments is an investment firm based in San Francisco, with additional offices in Singapore and India.
Keep Reading →
April 4 - Hedge Funds, News
Emerging markets stocks are shares of companies based in developing countries – think Brazil, India, China, or South Africa – that are rapidly industrializing and growing ...
Keep Reading →
March 30 - Hedge Funds, News
On March 27, CNBC reported that the stocks dipped on Wednesday, led by the technology sector.
Keep Reading →
March 29 - Hedge Funds, News
We came across a bullish thesis on MercadoLibre, Inc. (MELI) on Substack by Wolf of Harcourt Street. In this article, we will summarize the bulls’ thesis on MELI.
Keep Reading →
March 20 - News, Stock Analysis
Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” fourth quarter 2024, investor letter.
Keep Reading →
March 20 - Hedge Fund Investor Letters, News
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.
Keep Reading →
March 20 - Hedge Fund Investor Letters, News
Tech stocks have faced challenges lately, and fintech companies have been hit particularly hard.
Keep Reading →
March 17 - Hedge Funds, Industries, News
After two years of 25%+ gains, some investors worry that stocks are overvalued.
Keep Reading →
March 15 - Hedge Funds, News
Fintech, or financial technology, is transforming the way the world handles money. It is making financial services faster, more accessible, affordable, and user-friendly.
Keep Reading →
March 3 - Hedge Funds, Industries, News
The e-commerce sector has been on fire for a while in the post-COVID era, and while it did slow down a little along with most tech stocks, it has recovered significantly due to...
Keep Reading →
February 25 - Market Movers, News
We came across a bullish thesis on MercadoLibre, Inc. (MELI) on Substack by The Wolf of Harcourt Street. In this article, we will summarize the bulls’ thesis on MELI.
Keep Reading →
February 25 - News, Stock Analysis
MercadoLibre, Inc. (NASDAQ:MELI) Q4 2024 Earnings Call Transcript February 20, 2025MercadoLibre, Inc. beats earnings expectations.
Keep Reading →
February 21 - News, Transcripts
In the fourth quarter of 2024, the US Gross Domestic Product (GDP) expanded at an annual rate of 2.3%, slightly below market expectations of 2.7% and a deceleration from the 3...
Keep Reading →
February 20 - Hedge Funds, News
Baron Funds, an investment management company, released its “Baron FinTech Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Keep Reading →
February 20 - Hedge Fund Investor Letters, News
2024 was a blockbuster year for the US markets, with the broad market index up 23.31% during the year, after rising 24.2% in the year prior.
Keep Reading →
February 16 - Hedge Funds, News
The retail industry in 2025 has been doing surprisingly well. Growth has started to accelerate for many companies and AI is allowing a lot more efficiency in the supply chain.
Keep Reading →
February 10 - News
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth quarter 2024 investor letter.
Keep Reading →
February 6 - Hedge Fund Investor Letters, News
Cyclical stocks are shares in companies whose performance is closely tied to the business cycle and economic conditions.
Keep Reading →
January 22 - Hedge Funds, News
The mobile payment service Cash App has grown significantly throughout the years, and in 2022 it was valued at $138 billion, up from $40 billion in 2020.
Keep Reading →
January 22 - Hedge Funds, News
Kevin Mahn, President & CIO at Hennion & Walsh Asset Management, recently appeared on CNBC on January 6 to discuss the current market momentum and emphasize the need for investors...
Keep Reading →
January 18 - Hedge Funds, News, Tech
Citigroup has forecasted 2025 to be a positive and strong year for global stocks.
Keep Reading →
January 17 - Hedge Funds, News
We came across a bullish thesis on MercadoLibre, Inc. (MELI) on Substack by Oliver | MMMT Wealth. In this article, we will summarize the bulls’ thesis on MELI.
Keep Reading →
January 13 - News, Stock Analysis
Infuse Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Keep Reading →
January 13 - Hedge Fund Investor Letters, News
Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” November 2024 investor letter.
Keep Reading →
January 6 - Hedge Fund Investor Letters, News
Loomis Sayles, an investment management company, released its “International Growth Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Keep Reading →
December 27 - Hedge Fund Investor Letters, News
Jurrien Timmer, Director of Global Macro at Fidelity Management & Research Company, recently shared his outlook for the stock market in 2025.
Keep Reading →
December 24 - Hedge Funds, News
We came across a bullish thesis on MercadoLibre, Inc. (MELI) on Rijnberk InvestInsights’ Substack by Daan Rijnberk.
Keep Reading →
December 20 - News, Stock Analysis
Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” third quarter 2024, investor letter.
Keep Reading →
December 19 - Hedge Fund Investor Letters, News
On November 6, billionaire Stanley Druckenmiller appeared in a podcast, In Good Company, hosted by Nicolai Tangen, CEO of Norges Bank Investment Management.
Keep Reading →
December 16 - Hedge Funds, News
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” third quarter 2024 investor letter.
Keep Reading →
December 11 - Hedge Fund Investor Letters, News
Polen Capital, an investment management company, released its “Polen International Growth Strategy” third-quarter 2024 investor letter.
Keep Reading →
December 5 - Hedge Fund Investor Letters, News
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Keep Reading →
November 21 - Hedge Fund Investor Letters, News
We came across a bullish thesis on MercadoLibre, Inc. (MELI) on Rijnberk InvestInsights’ Substack by Daan Rijnberk.
Keep Reading →
November 12 - News, Stock Analysis
According to a report published by FTI Consulting, the United States e-commerce is experiencing a revival after a period of stagnation post-COVID.
Keep Reading →
November 8 - Hedge Funds, News
Baron Funds, an investment management firm, released its “Baron Global Advantage Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Keep Reading →
November 8 - Hedge Fund Investor Letters, News
MercadoLibre, Inc. (NASDAQ:MELI) Q3 2024 Earnings Call Transcript November 6, 2024MercadoLibre, Inc. misses on earnings expectations.
Keep Reading →
November 8 - News, Transcripts
Cyclical stocks are shares of companies whose performance is heavily dependent on business cycles and economic conditions.
Keep Reading →
October 31 - Hedge Funds, News
E-commerce is growing faster than expected and as new avenues of selling online open up, companies are bound to keep up with trends and innovative strategies.
Keep Reading →
October 23 - Hedge Funds, Industries, News
We came across a bullish thesis on MercadoLibre, Inc. (MELI) on Multibagger Nuggets’ Substack by Kris. In this article, we will summarize the bulls’ thesis on MELI.
Keep Reading →
October 17 - News, Stock Analysis
After the September inflation report, the market did feel a slight bit of panic but it seems to be fading away.
Keep Reading →
October 13 - Hedge Funds, News
Artisan Partners, an investment management company, released its “Artisan Developing World Fund” third quarter 2024 investor letter.
Keep Reading →
October 7 - Hedge Fund Investor Letters, News
According to a report by Expert Market Research, the global fintech market was valued at $226.71 billion in 2023 and is expected to grow to $917.17 billion by 2032, at a compound...
Keep Reading →
October 2 - Hedge Funds, Industries, News
The rise of the internet and its ubiquity in our daily lives is perhaps the greatest technological innovation of the 21st century.
Keep Reading →
September 16 - Market Movers, News
Based on a collaboration between the World Economic Forum and the Cambridge Centre for Alternative Finance, a report revealed that the global fintech industry has been strong ...
Keep Reading →
September 12 - Hedge Funds, Industries, News
A stock split is when a company literally splits its stocks - it divides its existing shares into multiple new shares.
Keep Reading →
August 31 - Hedge Funds, News
According to a report by Forbes, the e-commerce industry is expected to grow to a valuation of $7.9 trillion by 2027 from $6.3 trillion in 2024.
Keep Reading →
August 22 - Hedge Funds, Industries, News
Many experts and analysts are concerned about a slowdown in consumer spending. However, reports show that consumer behavior is changing rather than slowing down.
Keep Reading →
August 10 - Hedge Funds, Industries, News
Richard Cathcart: Hello everyone, and welcome to the MercadoLibre Earnings Conference Call for the Quarter Ended June 30, 2024. Thank you for joining us.
Keep Reading →
August 3 - News, Transcripts
Growth is the holy grail of investing.
Keep Reading →
July 24 - Hedge Funds, News
At Wall Street, long-standing investment strategies are being reshuffled as the monetary and political landscape evolves.
Keep Reading →
July 24 - Hedge Funds, News