Sabar Capital

Company Snapshot: DoorDash, Inc. (NASDAQ: DASH)

A Platform Built with Merchants at Its Heart

Mar 30

Company Snapshot: Paycom Software Inc (NYSE: PAYC)

Automating HR, One Employee at a Time

Mar 23

2

Some cheap stocks on the Hong Kong Stock Exchange

Cigar butt or value trap?

Mar 17 • 

Sabar Capital

2

Company Snapshot: Intuitive Surgical (NASDAQ: ISRG)

Robotic Surgery Meets the Razor-and-Blade Model

Mar 16

3

Company Snapshot: dLocal Ltd (NASDAQ: DLO)

Unlocking Emerging Market Payments for Global Businesses

Mar 9 • 

Sabar Capital

4

7

Company Snapshot: Sony Group Corporation (TYO: 6758)

Scaling Entertainment and IP While Unlocking Cross-Business Synergies

Mar 1 • 

Sabar Capital

February 2025

Company Snapshot: Lululemon Athletica

The Pioneer of the Athleisure Revolution

Feb 23 • 

Sabar Capital

2

3

Adyen Earnings, Payments is Not a Commodity, Lowering Total Cost of Ownership & The Flywheel

Adyen Earnings (H2 2024)

Feb 19 • 

Sabar Capital

3

Quick Dive: Meta Platforms

Meta’s Moat: Scale, Strategy, and the Founder Behind It

Feb 13 • 

Sabar Capital

3

December 2024

Quick Dive: Nu Holdings

Revolutionizing Banking Through Customer Obsession and Technological Innovation

Dec 2, 2024 • 

Sabar Capital

17

4

November 2024

The Trade Desk: Leading the Charge in CTV as Advertisers Embrace Premium Content and Data-Driven Precision

The Trade Desk (TTD) Q3 2024 Earnings Analysis

Nov 11, 2024 • 

Sabar Capital

Netflix: Profitability Takes Center Stage as Growth Reaccelerates

Netflix (NFLX) Q3 2024 Earnings Analysis

Nov 7, 2024 • 

Sabar Capital

1