Market, Earnings, & Abbott (ABT) - July 19, 2025

2025 Q2 Letter

Market, Earnings, & Allison Transmission (ALSN) - June 21, 2025

Market, Earnings, & Veeva (VEEV) - June 7, 2025

Market, Earnings, & Intuit (INTU) - May 24, 2025

Market, Earnings, & Lennox (LII) - May 10, 2025

Market, Earnings, & MSCI (MSCI) - April 26, 2025

2025 Q1 Letter

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

Market, Earnings, & Veeva (VEEV) - March 15, 2025

Market, Earnings, & MercadoLibre (MELI) - March 1, 2025

Market, Earnings, & Intercontinental Exchange (ICE) - February 15, 2025

Market, Earnings, & Visa (V) - February 1, 2025

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

2024 Q4 Letter

Market, Earnings, & Adobe (ADBE) - December 21, 2024

Market, Earnings, & Salesforce (CRM) - December 7, 2024

Market, Earnings, & Intuit (INTU) - November 23, 2024

Market, Earnings, & Alphabet (GOOGL) - November 9, 2024

Market, Earnings, & Danaher (DHR) - October 26, 2024

2024 Q3 Letter

Market, Earnings, & FactSet (FDS) - September 28, 2024: Market commentary, portfolio company earnings results, and a deeper look into FactSet (FDS)

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

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

Market, Earnings, & McKesson (MCK) - August 17, 2024: Market commentary, portfolio company earnings results, and a deeper look into McKesson (MCK)