Ovidiu’s Newsletter

Ovidiu Gheorghe
dapper growth companies
Created 26 Mar 2021
  • The NFL season is here and I’m betting on this stock
    17 Sep 2021 • 22 min read • 1 0
    Hi, I’m back with another in-depth review and this time I’ll describe an interesting sector: online sports betting. In order to do it properly, I need to define two terms that I’m going to be using of...
  • Microvast – solid player in the electric vehicle market
    30 Jun 2021 • 18 min read • 1 0
    Hi, today I will describe a company that is supporting the global electrification trend while investing heavily in R&D. I think the company timed its public listing perfectly as it attracts capital at...
  • Magnite - Summary report
    01 Jun 2021 • 14 min read • 1 0
    Hello, Today I will describe a company that operates in an ever-innovative space: advertising. More precisely, a company that operates in the field of programmatic advertising (the process of purchasi...
  • Rare earth materials and the trend of electrification
    29 Apr 2021 • 10 min read • 1 0
    Hi, This is my 3rd write up and for this one I’m going to introduce a very special company. But this one is quite unique: it is not an exciting technology company or a tremendously innovative one. It ...
  • The future of real estate
    05 Apr 2021 • 6 min read • 2 0
    1. Introduction 1.1 The industry Real estate industry is huge and highly fragmented. In the US alone there are sold annually approximately 5 million houses with a total value of around $1.6 trillion. ...
  • SUMO Logic
    27 Mar 2021 • 5 min read • 2 2
    Introduction Sumo Logic is a SaaS company that delivers analytics and insights across a wide range of use cases for a diverse user base of technical and non-technical individuals across development, I...
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