Archive

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

Rebound Watchlist: 4 stocks in a drawdown

Mar 18, 2026

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7 min read

Rebound Watchlist: 4 stocks in a drawdown

Quality companies at bargain prices

Rebound Capital

Mar 13, 2026

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2 min read

Earnings Review: $CSU, $TIC

Earnings Takeaways for 2 portfolio companies

Rebound Capital

Mar 10, 2026

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3 min read

$ASML Update

What price do we buy AI's permanent bottleneck

Rebound Capital

Earnings Review: $AXON, $NVDA, $BIRK, $CRM, $TOI, $RACE

Mar 7, 2026

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4 min read

Earnings Review: $AXON, $NVDA, $BIRK, $CRM, $TOI, $RACE

And sector takeaways

Rebound Capital

Portfolio Updates

Mar 3, 2026

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5 min read

March 2026 Portfolio Update

Positioning for the Rebound

Rebound Capital

Deep-dives

Mar 1, 2026

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5 min read

Deep Dive: S&P Global ($SPGI)

A Special Situation

Rebound Capital

Feb 28, 2026

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14 min read

10 AI-proof stocks in a drawdown

The code was never the moat

Rebound Capital

Deep-dives

Feb 16, 2026

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7 min read

Deep Dive: Birkenstock ($BIRK)

Early stage small-cap compounder

Rebound Capital

Feb 11, 2026

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7 min read

Notes on Microsoft ($MSFT)

Barbarians at the gate?

Rebound Capital