Tag: Saturation

Investment Strategies

Afya’s Multiple Is Back To Reasonable Levels, But Market Saturation Is Real (NASDAQ:AFYA)

16/08/2025
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This article was written by Follow Long-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital…

Investment Strategies

Netflix Stock: At The Crossroads Between Expansion And Saturation (NASDAQ:NFLX)

18/07/2025
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This article was written by Follow Hi! We’re Alberto Bettazzi and Mirko Balli, two consultants working…