Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
An update
July 8, 2023, 5:14 p.m.
ASOS | Stock(s) on -50% discount : Fast fashion, fast cars, fast turnaround?
March 2, 2023, 6:31 p.m.
Sofa Carpet Specialist | Not another value trap: Administration, minority shareholders, and cash under the...sofa
Jan. 2, 2023, 12:36 p.m.
Rocket Lab | SpaceX's discreet little brother: Kiwis, You Only Live Twice, and Information Mismatch
April 29, 2022, 6:20 p.m.
flatexDEGIRO | Already forgotten for the wrong reasons: Forget the memes, pricing fl(at)ex, and more private equity
March 8, 2022, 5:32 p.m.
Soitec | An overlooked company with a unique™ moat: Leaking pipes, faux nationalization, and a winning Goliath
Feb. 18, 2022, 5:02 p.m.
How We Got Here: A brief introduction
Feb. 18, 2022, 4:44 p.m.