LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan. 11, 2025, 2:08 a.m.
ASML's Strategy to Extend Moore's Law
Jan. 7, 2025, 9:50 a.m.
OpenAI says it knows how to make superintelligence now
Jan. 7, 2025, 1:32 a.m.
Comparing the Financials of Databricks and Snowflake
Dec. 30, 2024, 11:35 p.m.
The Future of TV or Just Another Netflix Hit?
Dec. 19, 2024, 12:10 a.m.
Warrior Met Coal Inc.
Dec. 17, 2024, 9:03 p.m.
Five Key Lessons from Hedge Fund Market Wizards
Nov. 12, 2024, 9 p.m.
Revisiting the Disney Thesis
Oct. 21, 2024, 2:54 p.m.
Nu Holdings - a blueprint for Fintech Success
Oct. 1, 2024, 2:46 p.m.
Peloton: Survival of the Fittest: The Patents and Other Moves Wall Street Is Missing
Sept. 19, 2024, 5:49 p.m.
Rentokil - an update: How clueless is the management team?
Sept. 16, 2024, 4:42 p.m.
ATS Corporation: A mini Danaher on the cheap!
Sept. 12, 2024, 4:01 p.m.
Perrigo Company PLC: On shoulders of a long list of disappointed value investors!
Aug. 7, 2024, 3:04 p.m.
Rentokil Initial PLC: A compounder for sale
June 4, 2024, 5:34 p.m.
Hingham Institution for Savings : A deep dive into a family owned regional bank
May 14, 2024, 5:16 p.m.
Coupang: Outside vs. Inside view
May 2, 2024, 3:56 p.m.
Tourmaline Oil Corporation: A play on AI and Geopolitics!
April 19, 2024, 1:31 p.m.
Ryanair Holdings PLC (RYAAY): The Costco of airlines
March 21, 2024, 1:54 p.m.
The Walt Disney Company (DIS): Part 2: Parks, ESPN, Culture, and Valuation
Feb. 22, 2024, 7:57 p.m.
ARM: Short Squeeze: Our deep-dive focuses on the fundamentals
Feb. 12, 2024, 9:25 p.m.
The Walt Disney Company (DIS): Part 1: Imagine the Magic!
Feb. 7, 2024, 3:34 p.m.
HDFC Bank: An Update: ....and a few lessons from ITC and other Compounders
Jan. 21, 2024, 2:52 p.m.
An Important Update from Value Punks: A New Chapter
Jan. 15, 2024, 12:24 p.m.
Fortrea Holdings (FTRE): A "picks and shovels" play on Biopharmaceuticals
Jan. 11, 2024, 3:06 p.m.
Value Punks: Year 2 Performance Review: "Common sense" investing
Dec. 18, 2023, 12:12 p.m.
Deep Dive: Publicis Groupe (PUB, PUBGY) : Cockroach, not dinosaur
Nov. 28, 2023, 2:33 a.m.
Deep Dive: Dollar Tree (DLTR) - Part 2: Putting it together: management, valuation, DLTR vs. DG, and tactical considerations
Oct. 25, 2023, 2:25 a.m.
Deep Dive: Dollar Tree (DLTR) - Part 1: Lay of the land: Dollar store industry fundamentals
Oct. 19, 2023, 12:26 a.m.
Revisiting Oil & Gas: Removing the paywall on our Oil & Gas report
Oct. 3, 2023, 1:39 p.m.
Deep Dive: Zebra Technologies (ZBRA) : Industrial 'picks & shovels' undergoing a cyclical hiccup
Sept. 28, 2023, 2:48 a.m.