Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
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Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Spectrum Brands: '1-Pager' Summary
July 6, 2022, 2:14 p.m.
Spectrum Brands: Hard Catalysts To Drive Significant Value Creation Amid Turbulent Markets
July 6, 2022, 2:08 p.m.
Brunswick Corporation: A Compelling Growth Story At A Value Price
May 17, 2022, 1:42 p.m.
Brunswick Corporation: '1-Pager' Summary
May 17, 2022, 1:20 p.m.
Vontier: '1-Pager' Summary
May 17, 2022, 12:50 a.m.
Legal/Site Disclaimer
May 11, 2022, 8:42 p.m.
Vontier: An Underrated Compounder Trading At A Significant Discount
April 19, 2022, 3:06 p.m.
Coming soon
April 18, 2022, 1:56 p.m.