Archive

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

Deep-dives

Feb 16, 2026

•

7 min read

Deep Dive: Birkenstock ($BIRK)

Early stage small-cap compounder

Rebound Capital

Feb 11, 2026

•

7 min read

Notes on Microsoft ($MSFT)

Barbarians at the gate?

Rebound Capital

Portfolio Updates

Feb 8, 2026

•

8 min read

February 2026 Portfolio Update

Test of Conviction

Rebound Capital

Feb 6, 2026

•

6 min read

Rebound Watchlist: February 2026

Top 4 Potential Rebounds

Rebound Capital

Feb 4, 2026

•

5 min read

Notes on SaaS

Will AI disrupt SaaS

Rebound Capital

Jan 29, 2026

•

3 min read

Earnings Review: $UNH, $LVMUY & $ISRG

ISRG maintains stability; UNH and LVMH turnaround underway

Rebound Capital

Jan 24, 2026

•

4 min read

Notes on Netflix ($NFLX)

Market saturation meets the TikTok era

Rebound Capital

Deep-dives

Jan 21, 2026

•

9 min read

Deep Dive: TIC Solutions ($TIC)

Potential 2x in 2 years: leveraged to infrastructure and AI boom

Rebound Capital

Jan 14, 2026

•

3 min read

AMD: Updated Deep Dive

Research updates on 2 potential rebound candidates

Rebound Capital