Aug 27, 2026
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4 min read
The what, why and how of our investment process
11 min read
A rare disease rollup, and what it looked like at the bottom.
10 min read
Top 7 rebound stocks (Q2’CY26 13F Report)
Aug 18, 2026
14 min read
Is Uber a secular short?
Aug 11, 2026
8 min read
Harnessing the wisdom of crowds
Deep-dives
Aug 5, 2026
15 min read
Can AI disrupt this owner of proprietary data?
Portfolio Updates
Aug 3, 2026
Portfolio changes and thesis updates covering July
Jul 28, 2026
Our take on 13 names, and the prices where 2 become buys for us
Jul 21, 2026
9 min read
Is Google losing the AI race? | Pre-earnings update
