UK Economy Pressures: Can Greggs Rise Above?

Revamping Our Investment Newsletter for 2025

Carrier Global: Is This HVAC Leader Still a Buy?

2024 Portfolio Update

3 Undervalued Stocks to Watch for FY25

December 2024 Valuation Update

Adobe: Is AI expected to kill the company or help it thrive?

Leslie's, Inc. (LESL): Swimming Against the Current - Buy the Dip?

Lululemon: China's Growth Leads, U.S. Optimism Follows

November 2024 Valuation Update

A New Addition to the Portfolio

Estee Lauder: New Leadership, Insider Buys, and a Brighter Future?

Google Cloud and Beyond: Can Alphabet’s $2 Trillion Valuation Soar Higher?

Booking Holdings: The Traveler Stays Strong and On the Move

October 2024 Valuation Update

PayPal Q3'24 Earnings

Mid-Cap Marvel (Part 2): ATOSS Software

Mid-Cap Marvel: High Margins and Exceptional ROIC

Q3 2024 Portfolio Update

Champion Homes in a Rebounding Market ($SKY): After five quarters of revenue decline due to muted demand in housing, Champion Homes returned to growth.

September 2024 Valuation Update: We are offering you a 3-month trial on Koyfin.

Unpacking PayPal: A Comprehensive Deep Dive into its Financials and Business (PART 2): Welcome to Part 2 of our PayPal Holdings, Inc. - Fundamentals, key financial metrics, and a valuation.

Rentokil Initial: A serial acquirer in the making: "In Pest Control, we operate a simple, repeatable model in a global market that is underpinned by structural growth drivers, including urbanization, growing middle classes, population growth, climate change and increased regulatory pressure, particularly in food safety."

Rentokil Initial Update: Rentokil revises guidance for the year and the stock falls by 20%

August 2024 Valuation Update: We are offering you a 3-month trial on Koyfin.