CLF - 30 Sept, 2024.docx

WBD - 7 Oct, 2024.docx

PBR - 11 Oct, 2024.pdf

[Match Group (MTCH.pdf.pdf](https://prod-files-secure.s3.us-west-2.amazonaws.com/0c5a42ad-59b5-42ba-baf6-4ec6364076f3/72c46f5b-ce5e-47d9-a542-602781931468/Match_Group_(MTCH.pdf.pdf)

Crocs (CROX) - 19 Nov 2024.pdf

Inter & Co (INTR) - Nov 31.pdf.pdf

LYFT - December 12.pdf

Shareholder Letter 2024.pdf

Adobe (ADBE).pdf

[Tidewater (TDW)](attachment:01e5462c-4b10-41e5-84eb-4967dc07f807:Copia_de_Match_Group_(MTCH.pdf.pdf)

[ASML (ASML)](attachment:984f2dc0-191e-48b2-9619-cbad87798dbd:Copia_de_Match_Group_(MTCH.pdf.pdf)

Advanced Micro Devices (AMD) .pdf

Huntington Ingalls (HII) - March 5, 2025.pdf

Alphabet Inc (GOOGL).pdf

Airbnb (ABNB).pdf

Statement on Trump’s “Liberation Day” tariffs.pdf

Abercrombie (ANF) and Cooper Standard (CPS) write ups : cheap companies with great upside but limited MOATs.pdf

PayPal (PYPL) Write up - Great company with a solid MOAT and strong shareholder returns.pdf