Rebound Capital
Subscribe
Sign in
Home
Notes
Rebound Portfolio
Why Rebound Investing?
Deep Dives
About
Deep-dives
Latest
Top
Discussions
Deep Dive: Robinhood Markets ($HOOD)
Reinventing the Financial Ecosystem
Apr 26
•
Rebound Capital
46
2
3
Deep Dive: Mercado Libre ($MELI)
Latin America’s Amazon + Block Combined
Apr 14
•
Rebound Capital
101
17
Notes on Nvidia ($NVDA)
Sizing up NVDA's TAM and Valuation
Mar 31
•
Rebound Capital
35
2
3
Deep Dive: Microsoft ($MSFT)
Too cheap to ignore?
Mar 27
•
Rebound Capital
72
5
Deep Dive: S&P Global ($SPGI)
A Special Situation
Mar 1
•
Rebound Capital
40
2
3
Deep Dive: Birkenstock ($BIRK)
Early stage small-cap compounder
Feb 16
•
Rebound Capital
70
3
7
Deep Dive: TIC Solutions ($TIC)
Potential 2x in 2 years: leveraged to infrastructure and AI boom
Jan 21
•
Rebound Capital
43
2
7
Deep Dive: LVMH ($LVMUY)
Heading towards a creative renaissance?
Jan 8
•
Rebound Capital
35
6
2
Deep Dive: PDD Holdings ($PDD)
A rebound stock or a value trap?
Dec 25, 2025
•
Rebound Capital
30
2
Deep Dive: Axon Enterprise ($AXON)
A "stunning" business
Dec 1, 2025
•
Rebound Capital
32
7
7
Deep Dive: Airbnb ($ABNB)
Gig work for landlords
Nov 23, 2025
•
Rebound Capital
35
2
2
Deep Dive: Amazon ($AMZN)
Hiding in plain sight
Nov 15, 2025
116
8
31
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
