Perspective on tariffs + reviewing construction basket
April 5, 2025, 4:22 p.m.
Corridors Under Siege
April 4, 2025, 4:28 p.m.
Tariffs, Dilution, And Decline: The Bear Case For PDD Holdings
April 4, 2025, 2:45 p.m.
TikTok’s fate could be decided by tariffs
April 4, 2025, 12:41 a.m.
CoreWeave IPO, Wolfspeed Reorg, and Alphawave Bid
April 2, 2025, 8:42 p.m.
Uber Deep Dive 🤳🚕
April 4, 2025, 6:22 a.m.
Google’s Quantumania ⚛
Jan. 7, 2025, 7:30 a.m.
Secret Sauce 2024 Portfolio Review 🗓️
Jan. 1, 2025, 1:40 p.m.
Chrome Cracks Under DOJ Pressure 👨⚖️
Dec. 16, 2024, 7:36 a.m.
Fever-Tree - Fizzing or Flat?🍋🥤
Oct. 8, 2024, 6:18 a.m.
Nvidia and the AI Landscape 🤖: $NVDA - Selling shovels in the rush for intelligent AI
Sept. 18, 2024, 6:29 a.m.
Starbucks $SBUX Write Up ☕🧜♀️: Trouble brewing at the global coffee chain.
Aug. 1, 2024, 6:20 a.m.
$ASML Write Up: The Dutch company manufacturing magic 🔬🌈
June 13, 2024, 6:37 a.m.
Breaking Down Booking Holdings🛫🌍: $BKNG the world’s travel agent
May 8, 2024, 6:27 a.m.
Swatch Group Write Up⌚️⏱️: Ticking Over UHR.SW
April 30, 2024, 6:15 a.m.
Canada Goose - Down But Not Out 🧥🪿: $GOOS Write Up
March 26, 2024, 7:35 a.m.
Unwrapping Hershey $HSY 🍫: America's favourite confectionery company.
Feb. 9, 2024, 7:45 a.m.
Secret Sauce Year In Review 🗓️: 2023 Investment Performance 📈
Jan. 1, 2024, 12:08 p.m.
Dollar General $DG Write Up: America's largest small-box, discount retailer 🛒🏪
Dec. 19, 2023, 7:58 a.m.
Nintendo Revisited 👨🏻🔧🐢: 24 months on from my $NTDOY investment
Dec. 1, 2023, 7:58 a.m.
Becle (Jose Cuervo) Company Write Up🥃🌵: The family owned market leader
Nov. 8, 2023, 7:56 a.m.
Greggs Company Write Up £GRG / $GGGSF: Britain's most loved bakery 🥧🥖
Oct. 10, 2023, 6:38 a.m.
Nike Write Up $NKE : The story of the swoosh ☑️🏀
Sept. 19, 2023, 7:03 a.m.
Disney $DIS Company Write Up : 100 years at the house of mouse 🐭🎢
July 10, 2023, 6:46 a.m.
Mismanaged Manchester United? $MANU: The £6 billion football club up for sale
May 2, 2023, 7:08 a.m.
Block-Busting Mario : A quick look at Nintendo’s movie success
April 25, 2023, 6:56 a.m.
Distilling Diageo : A Diageo $DEO Company Analysis
April 18, 2023, 7:07 a.m.
Nvidia $NVDA Company Analysis : Powering the next stage of computing
Jan. 18, 2023, 1:16 p.m.
Apple Analysis $AAPL: An Overview Of The World’s Most Valuable Company
Dec. 19, 2022, 1:33 p.m.
An update on FANGAM share prices: Borrowing from Damodaran's valuations
Nov. 29, 2022, 5:35 p.m.