Sabar Capital

Company Snapshot: Intuitive Surgical (NASDAQ: ISRG)

Company Snapshot: dLocal Ltd (NASDAQ: DLO)

Company Snapshot: Sony Group Corporation (TYO: 6758)

Company Snapshot: Lululemon Athletica

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

Quick Dive: Meta Platforms

Quick Dive: Nu Holdings

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

Netflix: Profitability Takes Center Stage as Growth Reaccelerates

Costco: Driving Growth Through Value

Adyen: Processing More, Earning More

Datadog: Resilient Growth, Profitability, and a Path to Re-Acceleration