NCLH stock analysis for 2026: Norwegian Cruise Line Holdings balances surging cruise demand and premium brand strength against a heavy debt load. Deep-dive into the bull/bear case, fleet expansion, competitive positioning vs RCL and CCL, and investor checklist.
A deep-dive into GRAB Grab Holdings for 2026: the super-app cross-sell economics that make Southeast Asia structurally different, GXS digital bank optionality, the path from incentive spending to Adjusted EBITDA profitability, and a bear/bull framework for US investors navigating EM exposure.
A deep-dive into RUN Sunrun's 2026 outlook: the lease/PPA subscription model, how to read Subscriber Value non-GAAP metrics, the virtual power plant thesis, rate sensitivity, ITC policy shifts after OBBBA, and an honest risk matrix for US investors.
A deep-dive into TEAM Atlassian's 2026 investment thesis: Server EOL forcing cloud migration, Rovo AI bundled into every cloud plan, the PLG cost structure advantage, and competitive threats from Microsoft and ServiceNow. With US tax strategy and earnings checklist.
A deep-dive investor analysis of MELI MercadoLibre in 2026: the commerce-fintech flywheel, Mercado Pago's digital banking ambitions, logistics moat, credit risks, Argentina FX exposure, and how this compares to Coupang and Sea Limited as a compounder thesis.
A deep-dive into CPNG Coupang's 2026 investment case: the owned-logistics flywheel, WOW membership ecosystem, fixed-cost leverage economics, Developing Offerings (Taiwan, Farfetch, Eats, Play), and the Temu/AliExpress threat. For US investors seeking Korea and Asia e-commerce exposure.