All great companies stumble | Deep research on beaten-down stocks
Oct 6, 2026
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9 min read
Will AI file your taxes?
Oct 5, 2026
6 min read
Updating the intrinsic value and DCF models for our holdings
Sep 25, 2026
8 min read
A great business with too many moving parts
Sep 18, 2026
11 min read
Inflecting profitability and super-app ambitions
Sep 14, 2026
Lam Research, AMAT, ASML, KLAC valuation
A consolidator of ‘orphan’ avionics franchises
Sep 4, 2026
10 min read
Portfolio changes, earnings review and thesis updates for August
Sep 2, 2026
8 stocks we added to our watchlist
Sep 1, 2026
13 min read
Investing in a >70% gross margin business priced for zero growth
Aug 27, 2026
4 min read
The what, why and how of our investment process
A rare disease rollup, and what it looked like at the bottom.
Top 7 rebound stocks (Q2’CY26 13F Report)
Aug 18, 2026
14 min read
Is Uber a secular short?
Aug 11, 2026
Harnessing the wisdom of crowds
Aug 5, 2026
15 min read
Can AI disrupt this owner of proprietary data?
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
Is Google losing the AI race? | Pre-earnings update
Jul 15, 2026
6 potential rebound candidates
Jul 14, 2026
1 min read
What should we dig into next?
Jul 11, 2026
Will AI Capex deliver good ROI?
Jul 7, 2026
Can their moat be disrupted?
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
