Oct 6, 2026
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9 min read
Will AI file your taxes?
Oct 5, 2026
6 min read
Updating the intrinsic value and DCF models for our holdings
Sep 25, 2026
8 min read
A great business with too many moving parts
Sep 18, 2026
11 min read
Inflecting profitability and super-app ambitions
Sep 14, 2026
Lam Research, AMAT, ASML, KLAC valuation
A consolidator of ‘orphan’ avionics franchises
Sep 4, 2026
10 min read
Portfolio changes, earnings review and thesis updates for August
Sep 2, 2026
8 stocks we added to our watchlist
Sep 1, 2026
13 min read
Investing in a >70% gross margin business priced for zero growth
