ROADSHOWS: Data-Driven Supply/Demand Analysis That Identifies High-Conviction Oil and Gas Themes Where Their View Diverges From Consensus - Matthieu Raimbault /Palissy Advisors   •   New York   31 Aug - 01 Sep 26       Satellite-Driven Market Intelligence for Commodities - Dr. Christian Jasperneite /Cap2   •   London   07 - 07 Sep 26      

Best Equity Ideas with 2Xideas

2Xideas

Wed 20 May 2026 - 10:00 EDT / 15:00 BST / 16:00 CEST

Topics

• 2X Ideas presented investment cases for Wise and API Group as long-term “quality compounders.”

• Wise was praised for its low-cost cross-border payment infrastructure, strong growth potential, and partnerships with major financial institutions.

• The analyst believes Wise’s scale, technology, and founder-led culture create a durable competitive advantage despite fintech competition.

• API Group was highlighted for its recurring revenue model in fire protection and safety services, with strong pricing power and margin expansion.

• API’s growth is expected to come from acquisitions, operational improvements, and expansion into adjacent markets like elevator inspections.