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
April 24, 2025, 8:41 p.m.
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.
2 UK stocks
Oct. 16, 2022, 11:58 p.m.
Flight To Danger
Oct. 2, 2022, 8:12 p.m.
Secular Trends
Sept. 13, 2022, 10:27 a.m.
Opera Ltd: Cheeky Double ?
Sept. 9, 2022, 5:39 p.m.
Particular Business Models & Peculiar Valuations
Sept. 8, 2022, 12:25 p.m.
DiscoverIE: A Primer On Serial Acquirers
Sept. 4, 2022, 6:02 p.m.
Plastics & Consumables, Alfen
Aug. 31, 2022, 8:56 p.m.
Long Gini Coefficient & Cloud
Aug. 24, 2022, 10:30 a.m.
Cookies up, Saunas down
Aug. 15, 2022, 9:49 p.m.
Enquest: The Ugly Duckling
Aug. 9, 2022, 2:49 p.m.
Cheap Tech Stocks & Overlooked Recoveries
Aug. 8, 2022, 7:39 p.m.
Wise: Win-Win-Win
July 13, 2022, 5:49 p.m.
Profit Warnings
May 30, 2022, 1:17 p.m.
Alfen: Hypergrowth In Energy
May 24, 2022, 1:32 p.m.
Higher Yields, Tankers, Insurance & A Biotech Bear Market
May 16, 2022, 1:41 p.m.
Accounting Problems, Regulation In Tech & Cybersecurity Insurance
May 9, 2022, 6:18 p.m.
Why valuation is the most important aspect of growth investing: The example of Netflix
May 7, 2022, 10:43 a.m.
Powering Through
May 2, 2022, 3:52 p.m.
Covid Over, Dollar Up, Growth Stocks Down
April 24, 2022, 2:44 p.m.
Focusrite: Cool & Niche
April 6, 2022, 6:16 a.m.
The P2P Content Revolution Of The Creator Economy
April 1, 2022, 1:22 p.m.
Long Semi Equipment/Short Chipmakers
March 25, 2022, 3:43 p.m.
Exasol: Snowflake On A Budget
March 23, 2022, 7:24 p.m.
B&M: The Treasure Hunt
March 17, 2022, 1:11 p.m.