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Q4 2023

SEABANK Q4 2023 A Blowout First Half, Then a 10% Drop in Full-Year ProfitApr 05
SUPERBANK Q4 2023 A Bank Whose Loan Book Runs on Shareholder Cash, Not DepositsApr 04

Q3 2023

SUPERBANK Q3 2023 A New Shareholder Just Wrote a Trillion-Rupiah Check - Guess WhoNov 03

Q2 2023

MEITUAN Q2 2023 Turned Profitable Again — Then Bought Its Own Departing Co-Founder's AI StartupAug 24
SEABANK Q2 2023 Why a 19% Net Interest Margin Still Isn't EnoughAug 14
SUPERBANK Q2 2023 The Loan-to-Deposit Ratio Just Hit 218% - And the Loss Kept GrowingAug 08

Q1 2023

SUPERBANK Q1 2023 Why Does a New Digital Bank's Loan Book Already Dwarf Its Deposit Book?May 03

Q4 2021

MEITUAN Q4 2021 A $6 Billion Grocery Bet Hiding Inside Two Profitable BusinessesFeb 03

Q4 2018

ADYEN Q4 2018 The Stock Went Nowhere for Six Months — So Why Did Its Earnings Multiple Get Cut in Half?Feb 05

Q2 2018

ADYEN Q2 2018 Priced at 144x Earnings Weeks After Listing — Do the Numbers Back It Up?Aug 27