Jul 15, 2026
•
13 min read
6 potential rebound candidates
Jul 14, 2026
1 min read
What should we dig into next?
Deep-dives
Jul 11, 2026
10 min read
Will AI Capex deliver good ROI?
Jul 7, 2026
11 min read
Can their moat be disrupted?
Portfolio Updates
Jul 1, 2026
12 min read
Portfolio changes, thesis updates, and broader market commentary
Jun 24, 2026
High quality market leader in an oligopoly industry
Jun 16, 2026
A masterclass in pricing power
Jun 9, 2026
A hidden GLP-1 beneficiary?
Jun 5, 2026
4 min read
Take a simple idea and take it seriously
