Archive

Dive into a collection of past posts and rediscover timeless content.

Portfolio Updates

May 1, 2026

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8 min read

May 2026 Portfolio Update

And Big-Tech Earnings Review

Rebound Capital

Deep-dives

Apr 26, 2026

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7 min read

Deep Dive: Robinhood Markets ($HOOD)

Reinventing the Financial Ecosystem

Rebound Capital

Notes on $BABA, $ACN, $FISV, $PLTR, $FICO, $MCO

Apr 21, 2026

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15 min read

Notes on $BABA, $ACN, $FISV, $PLTR, $FICO, $MCO

Six companies under the 'value' microscope

Rebound Capital

Apr 17, 2026

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5 min read

Why Rebound Investing Works

Yet another "end of the world" where nothing happened

Rebound Capital

Deep-dives

Apr 14, 2026

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14 min read

Deep Dive: Mercado Libre ($MELI)

Latin America’s Amazon + PayPal Combined

Rebound Capital

Rebound Watchlist: 7 High-Quality Stocks in a Drawdown

Apr 9, 2026

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14 min read

Rebound Watchlist: 7 High-Quality Stocks in a Drawdown

7 companies that pass our Quality filter

Rebound Capital

Portfolio Updates

Apr 4, 2026

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9 min read

April 2026 Portfolio Update

Positioning to buy the dip

Rebound Capital

Deep-dives

Mar 31, 2026

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5 min read

Deep Dive: Nvidia ($NVDA)

Sizing up NVDA's TAM and Valuation

Rebound Capital

Deep-dives

Mar 27, 2026

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12 min read

Deep Dive: Microsoft ($MSFT)

Too cheap to ignore?

Rebound Capital