Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Spring Cleaning
April 14, 2025, 1:59 p.m.
Under The Hood
April 7, 2025, 11:55 a.m.
The Inevitable Force of Consolidation
March 19, 2025, 12:12 p.m.
Allergic To Centralization
March 6, 2025, 3:35 p.m.
Best Kept Secret
Feb. 10, 2025, 11:56 a.m.
1x1
Jan. 26, 2025, 2 p.m.
Pilot
Jan. 15, 2025, 9:05 a.m.
First To The Finish Line
Jan. 10, 2025, 2:28 p.m.
A Historical Day
Jan. 6, 2025, 5:57 p.m.
Christmas Portfolio Update
Dec. 13, 2024, 12:25 p.m.
The Mikro Kap
Dec. 11, 2024, 3:46 p.m.
Playing With Fire
Dec. 2, 2024, 6:30 p.m.
The Holy Trinity of Banking
Nov. 20, 2024, 10:22 a.m.
Off The Beaten Path Investing
Nov. 14, 2024, 11:15 a.m.
Cannibal ante portas
Oct. 31, 2024, 12:59 p.m.
Profit by Design
Oct. 24, 2024, 3:17 p.m.
Chaos Is A Ladder
Oct. 13, 2024, 4:11 p.m.
Give Credit Where Credit Is Due: a deep report on Credit Bureau Asia, $TCU.SI
Sept. 29, 2024, 2:42 p.m.
Groundbreaking Research: $MSV.AX, Mitchell Services UPDATE
Sept. 12, 2024, 1:23 p.m.
This is not a drill: digging into $MSV.AX, Mitchell Services
Sept. 7, 2024, 2:43 p.m.
End of Summer Portfolio Update: 16% YTD
Aug. 22, 2024, 5:11 p.m.
Orange Is the New Black: a juicy deep dive on Alico, $ALCO
July 15, 2024, 5:19 p.m.
The customer is always right: $LDB.MI maintenance due diligence
May 28, 2024, 2:57 p.m.
Inside Specialty Chemicals: DGL Group, $DGL.AX
May 8, 2024, 4:37 p.m.
Serial HVACquirer: $LDB.MI scuttlebutt notes
April 22, 2024, 10:49 p.m.