Deep-dives
Aug 5, 2026
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15 min read
Can AI disrupt this owner of proprietary data?
Jul 21, 2026
9 min read
Is Google losing the AI race? | Pre-earnings update
Jul 11, 2026
10 min read
Will AI Capex deliver good ROI?
Jul 7, 2026
11 min read
Can their moat be disrupted?
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?
May 29, 2026
A franchise royalty platform with software-like margins
May 27, 2026
Temporary macro headwinds drive a dominant compounder to a rare 20x P/E, unlocking a 45% intrinsic upside
May 13, 2026
7 min read
A 6% FCF Yield Floor in an Expensive Market
Apr 26, 2026
Reinventing the Financial Ecosystem
Apr 14, 2026
14 min read
Latin America’s Amazon + PayPal Combined
Mar 31, 2026
5 min read
Sizing up NVDA's TAM and Valuation
Mar 27, 2026
12 min read
Too cheap to ignore?
Mar 1, 2026
A Special Situation
Feb 16, 2026
Early stage small-cap compounder
Jan 21, 2026
Potential 2x in 2 years: leveraged to infrastructure and AI boom
Jan 8, 2026
Heading towards a creative renaissance?
Dec 25, 2025
A rebound stock or a value trap?
Dec 1, 2025
8 min read
A "stunning" business
Nov 23, 2025
6 min read
Gig work for landlords
Nov 15, 2025
It's still day one
Nov 8, 2025
Does a great brand make a great investment?
Oct 31, 2025
What would you do with a million acres of land
Oct 5, 2025
>40% Upside Potential
