How Japan became Invisible without losing Dominance

T.A.C.O! (NOTW#45)

Don't Make These Investment Mistakes

The Market Punishes Copart

The Boy That Cries Wolf and The Healthcare Industry (NOTW#44)

Full Steam Ahead

Becoming the farm's operating system

Unforcasteability and a Downgrade (NOTW#43)

Constellation’s Q1, AGM, and Valuation

I am selling a position

Nintendo: Finally looking forward

Sandbagging…anyone?

Market overreaction or justified drop?

Medpace Holdings (MEDP)

A Tale as Old as Time (NOTW#42)

The Narrative vs. The Reality

False Positives, How Markets Climb a Wall of Worry, and the next in-depth report (NOTW#41)

Is the worst over for TI?

Is that light at the end of the tunnel?

The Awakening of the Sleeping Dragon w/ Made in Japan

The Eye of the Storm (NOTW #40)

The Same Story Every Quarter

🎙️ Nintendo: The Switch 2 Edition w/Ryan O'Connor

How the market can play with you (NOTW#39)

Why I am (still) adding to Nintendo