Uzo Capital
Uzo| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 18 | Founded | 2 years ago | Last Issue | 18 days ago |
| Active | |||||
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uzocapital.substack.comLatest Issues
Payments Zoom Call - Tomorrow 11am ET
Tomorrow (Friday 8th) at 11am ET (New York), I’ll be taking part in a zoom call with Erik from “Your Weekend Reading” on substack to discuss payment stocks.
I’ve written up 2 payment ideas (Remitly & Global Payments) in the last 6 mon...
Who Am I?...Episode 10 / Global Payments (GPN)
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My sector is really out of favour…a few years ago we commanded growth multiples, now we are deep value.
I’m a large cap that recently complet...
Who Am I?...Episode 9 / Comstock (LODE)
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I’ve undergone a unique corporate transformation that is now close to completion. From 2003 to 2021 my sole focus was mining. By the end of this y...
Pattern Recognition: Entravision (EVC) & Applovin (APP)
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Pattern recognition is a powerful investing tool.
In June 2024, I bought Applovin (APP). I wrote up it as my first “Who Am I?” write up here...
Who Am I?....Episode 8 / Sanofi (SAN)
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I’m ignored by the online investing community. You won’t find a detailed investment thesis for me on: Value Investor Club, Substack, Twitter or Re...
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