The tweet was deleted by the author.
But we saved everything 🙂.
Dede Eyesan highlights the value of a 2004 writeup on Progressive, as well as insightful analyses on Visa, O’Reilly, Bank Ozk and Alphabet. The tweet points readers toward several comprehensive company analyses.
Earlier this year, Dede Eyesan released an investment memo analyzing Visa. The report covered the company’s position in the payments sector, its growth outlook, and potential risks. Eyesan also shared a valuation model as part of the analysis.