In this episode, we dive into Hims & Hers Health ($HIMS), a disruptive telehealth platform transforming healthcare with its direct-to-consumer subscription model. We explore how the company evolved from men's sexual health to a comprehensive platform with 2.2 million subscribers, achieving remarkable 69% revenue growth and its first year of GAAP profitability in 2024.

Learn about their vertical integration strategy, personalization capabilities, and multiple growth vectors that position them for continued success in the massive healthcare market. With innovative technology and a consumer-first approach, Hims & Hers represents a compelling investment opportunity with substantial long-term potential.

Questions or feedback? Reach out to us at contactinvestorscompass@gmail.com.

Discover why Nu Holdings ($NU), Latin America's largest digital banking platform serving 110 million customers, represents one of the most compelling fintech opportunities globally. From its roots as a Brazilian credit card disruptor to its current position transforming banking across three major markets, Nu has demonstrated exceptional execution while maintaining superior unit economics.

With revenue growing 56% year-over-year to $2.9 billion and ROE reaching 30%, the company has proven its ability to combine hypergrowth with profitability. We dive deep into Nu's massive opportunity in Mexico, where credit card penetration remains at just 12% despite higher GDP per capita than Brazil, and explore how new initiatives like NuCel telecom could expand the company's addressable market.

Questions or feedback? Reach out to us at contactinvestorscompass@gmail.com

In this episode we dive deep into Meituan ($MPNGF), China's fascinating super-app that's revolutionizing how millions of people interact with local businesses every day. Meituan has evolved into a technology powerhouse processing an astounding 98 million daily delivery orders while investing heavily in autonomous vehicles and drone delivery systems.

Explore how the company combines immediate profitability - with operating profits reaching RMB 13.7 billion last quarter - while pursuing ambitious technological innovations funded by a massive US$10 billion capital raise. We break down why Meituan's expanding network effects, international expansion beginning in Saudi Arabia, and potential transformation of retail through its InstaMart initiative make it a compelling investment opportunity at current valuations.

Questions or feedback? We'd love to hear from you at contactinvestorscompass@gmail.com

In this deep-dive episode, we explore AMD's ($AMD) remarkable transformation under CEO Dr. Lisa Su, from semiconductor underdog to a driving force in artificial intelligence and high-performance computing.

Discover how AMD has scaled its AI accelerator business from zero to over $5 billion in just one year, while capturing 34% of the lucrative server CPU market. We analyze the company's comprehensive strategy spanning silicon innovation, software development, and systems integration, anchored by major customer wins including Microsoft and Meta. Learn why AMD's recent launch of the Turin processor family and pending acquisition of ZT Systems could position the company to capture a significant share of the AI accelerator market - projected to reach a staggering $500 billion by 2028.

Questions or feedback? We'd love to hear from you at contactinvestorscompass@gmail.com

Join us for a deep dive into Evolution AB, the company powering the future of online gambling that you've probably never heard of. While players interact with famous casino brands, Evolution works behind the scenes, providing the technology that makes live dealer games possible across more than 800 operators worldwide.

With explosive growth in revenues and profits despite recent challenges, Evolution presents a fascinating case study in building a dominant market position through technological innovation and operational excellence. We explore how the company's expansion into newly regulated markets like Brazil and the Philippines, combined with current valuation levels near historic lows, creates an intriguing opportunity for long-term investors.

Questions or feedback? We'd love to hear from you at contactinvestorscompass@gmail.com

Join us as we dive deep into Nextdoor (KIND), a fascinating transformation story at the intersection of social networking and local commerce. Under returned founder-CEO Nirav Tolia, this unique platform connecting 95 million verified neighbors across 11 countries is undertaking an ambitious reinvention through its NEXT initiative.

We explore how Nextdoor is evolving from an occasional utility into a daily destination for local discovery, while simultaneously demonstrating impressive operational improvements. With accelerating revenue growth, a pristine balance sheet holding $425 million in cash, and a valuation at a significant discount to social networking peers, Nextdoor represents a compelling opportunity to invest in the future of local community and commerce.

Questions or feedback? We'd love to hear from you at contactinvestorscompass@gmail.com

In this episode of The Investor's Compass, we dive deep into Progyny ($PGNY), the leader in fertility benefits whose stock has fallen nearly 75% from its highs. While recent quarters have shown unexpected changes in how members pursue fertility treatments and the company faces the loss of Amazon as a client in 2025, our analysis reveals a fundamentally strong business masked by temporary challenges.

We explore why utilization rates remain near record highs even as revenue growth has slowed, and examine how new partnerships with major health insurers could transform the competitive landscape. With the stock trading at historic low valuations despite maintaining 99% client retention and adding over a million new covered lives, Progyny presents an intriguing opportunity for investors who understand the difference between temporary execution challenges and permanent business deterioration.

Questions or feedback? We'd love to hear from you at contactinvestorscompass@gmail.com

Join us as we dive into UiPath ($PATH), a fascinating player at the intersection of enterprise automation and artificial intelligence. Once commanding a $44B market cap, UiPath has seen its valuation compress to $7B – but is this a hidden opportunity?

We explore how the company is transforming from a pure-play RPA vendor into a comprehensive AI-powered automation platform, with over 1,000 organizations already signed up for their new Agent Builder preview. With $1.6B in cash, no debt, and improving profitability metrics, we examine whether UiPath's current valuation overlooks both its existing 2,200+ enterprise customer base and its strategic position as the 'Switzerland' of enterprise automation. Plus, we break down the key risks and metrics to watch as UiPath executes its ambitious AI strategy.

Questions or feedback? Reach out to us at contactinvestorscompass@gmail.com