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Latest Issues

Bank OZK

You can find this write-up in PDF here → bit.ly/RedBeryl_BankOZK

Bank OZK sounds terrible on paper: an Arkansas-based regional bank with a large concentration not only to Commercial Real Estate, but specifically to the higher-risk construc...

2 years ago
10
3

Nubank

You can find this write-up in pdf here → bit.ly/RedBeryl_Nubank

Nu Holdings is the bank-holding company for Nubank, the largest neo-bank outside Asia with 100m customers. Nubank is based in Brazil, where it continues to grow at ~60% p.a.,...

2 years ago
21
1

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    Applying the obsession for detail I was taught in PE (Bain Capital and Apax) to the public markets.

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