Infuse
Our archive holds 7 letters from Infuse, behind 7 investment theses. Every quote below is copied verbatim from the letter it came from.
Infuse’s own letters pageTheses · 7
- March 2026
Duolingo, Inc. is a language-learning platform leveraging AI to improve courses, with potential for re-accelerating user growth and significant long-term free cash flow relative to its current enterprise value.
Read the full thesis - December 2025
MercadoLibre is a long-term focused operator that has outcompeted major marketplaces via vertical integration and fast delivery, sustaining a powerful e-commerce and payments flywheel.
Read the full thesis - December 2025
TransMedics is transforming organ transplants with a growing logistics network that lowers unit costs and could expand the market through DCD procedures, creating a density-driven moat.
Read the full thesis - December 2025
Duolingo is an engagement-driven education platform expanding into multiple subjects and integrating AI, with exceptional growth endurance and founder-led vision bought at ~18x FCF.
Read the full thesis - December 2025
Sanuwave sells a razor-and-blades UltraMist wound-care device, is led by a capital-allocation savvy CEO, and offers >30% growth with improved debt terms at a reasonable ~18x forward EBIT.
Read the full thesis - December 2025
Nu Holdings is evolving into a super app with replicable expansion beyond Brazil, leveraging a lean cost structure and proven lending algorithms to potentially become a global banking leader.
Read the full thesis - March 2025
The company is the leading EDI provider for Australian pharmacies, with significant growth potential through its marketplace model and strong profit margins.
Read the full thesis
Letter archive · 7
Funds · 2
- Infuse AM6
- Infuse Partners LP1
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