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2025 Q1 Letter

April 12, 2025, 12:43 p.m.

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Market, Earnings, & Moody’s (MCO) - March 29, 2025

March 29, 2025, 12:51 p.m.

No Paywall
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Market, Earnings, & Veeva (VEEV) - March 15, 2025

March 15, 2025, 11:25 a.m.

No Paywall
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Market, Earnings, & MercadoLibre (MELI) - March 1, 2025

March 1, 2025, 2:01 p.m.

No Paywall
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Market, Earnings, & Intercontinental Exchange (ICE) - February 15, 2025

Feb. 15, 2025, 1:16 p.m.

No Paywall
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Market, Earnings, & Visa (V) - February 1, 2025

Feb. 1, 2025, 1:33 p.m.

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Market, Earnings, & PepsiCo (PEP) - January 18, 2025

Jan. 18, 2025, 1:48 p.m.

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2024 Q4 Letter

Jan. 4, 2025, 1:22 p.m.

No Paywall
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Market, Earnings, & Adobe (ADBE) - December 21, 2024

Dec. 21, 2024, 2:28 p.m.

No Paywall
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Market, Earnings, & Salesforce (CRM) - December 7, 2024

Dec. 7, 2024, 12:01 p.m.

No Paywall
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Market, Earnings, & Intuit (INTU) - November 23, 2024

Nov. 23, 2024, 1:06 p.m.

No Paywall
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Market, Earnings, & Alphabet (GOOGL) - November 9, 2024

Nov. 9, 2024, 1:39 p.m.

No Paywall
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Market, Earnings, & Danaher (DHR) - October 26, 2024

Oct. 26, 2024, 1:17 p.m.

No Paywall
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2024 Q3 Letter

Oct. 12, 2024, 10:36 a.m.

No Paywall
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Market, Earnings, & FactSet (FDS) - September 28, 2024: Market commentary, portfolio company earnings results, and a deeper look into FactSet (FDS)

Sept. 28, 2024, 11:35 a.m.

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Market, Earnings, & Adobe (ADBE) - September 14, 2024: Market commentary, portfolio company earnings results, and a deeper look into Adobe (ADBE)

Sept. 14, 2024, 11:37 a.m.

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Market, Earnings, & Veeva (VEEV) - August 31, 2024: Market commentary, portfolio company earnings results, and a deeper look into Veeva Systems (VEEV)

Aug. 31, 2024, 11:19 a.m.

No Paywall
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Market, Earnings, & McKesson (MCK) - August 17, 2024: Market commentary, portfolio company earnings results, and a deeper look into McKesson (MCK)

Aug. 17, 2024, 11:06 a.m.

No Paywall
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Market, Earnings, & Agree Realty (ADC) - August 3, 2024: Market commentary, portfolio company earnings results, and a deeper look into Agree Realty (ADC)

Aug. 3, 2024, 11:56 a.m.

No Paywall
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Market, Earnings, & Abbott (ABT) - July 20, 2024: Market commentary, portfolio company earnings results, and a deeper look into Abbott (ABT)

July 20, 2024, 10:34 a.m.

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2024 Q2 Letter: Review of quarterly results, contributors and detractors, portfolio overview, and personal reflection

July 6, 2024, 11:29 a.m.

No Paywall
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Market, Earnings, and Adobe (ADBE) - June 22, 2024: Market commentary, portfolio company earnings results, and a deeper look into Adobe

June 22, 2024, 1:15 p.m.

No Paywall
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Market, Earnings, and Zscaler (ZS) - June 8, 2024: Market commentary, portfolio company earnings results, and a deeper look into Zscaler

June 8, 2024, 12:44 p.m.

No Paywall
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Market, Earnings, and Workday (WDAY) - May 25, 2024: Market commentary, portfolio company earnings results, and a deeper look into Workday

May 25, 2024, 12:18 p.m.

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Market, Earnings, and PayPal (PYPL) - May 11, 2024: Market commentary, portfolio company earnings results, and a deeper look into PayPal

May 11, 2024, 2:18 p.m.

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