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About
A new addition to my portfolio
Been following for years, the time has finally come
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All You Need To Know About Semiconductors
Jul 11, 2023
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Best Anchor Stocks
66
13
3
Deere: Cultivating Technology
May 14, 2024
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Best Anchor Stocks
62
19
7
ASML’s China “Risk”
Sep 4
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Best Anchor Stocks
43
3
Hermès: Capitalizing On Heritage
Sep 10, 2024
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Best Anchor Stocks
28
6
2
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In-depth reports
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My new position!
The detailed in-depth report
Sep 30
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Best Anchor Stocks
12
3
AAON (AAON)
A Cool Way to Play AI?
Jul 31
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Best Anchor Stocks
12
1
Trupanion (TRUP)
Applying the Amazon model in the Pet Insurance Industry
Jun 12
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Best Anchor Stocks
15
2
Medpace Holdings (MEDP)
The CRO Anomaly?
May 5
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Best Anchor Stocks
22
7
4
Judges Scientific (JDG.L)
Niches Bring Riches
Mar 3
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Best Anchor Stocks
17
Zoetis: Building Markets
(Reading time: 58 minutes)
Feb 6
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Best Anchor Stocks
12
4
2
Podcasts
Best Anchor Stocks
18. Vials, Tubes, and Billion-Dollar Niches w/Jon aka. Borlaug
Recent posts
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Resmed (RMD): The Sleep “Monopoly”
ResMed’s roots can be traced back to 1989 in Australia (g’day mate).
Dec 3
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Best Anchor Stocks
20
Thanksgiving weekend and Nvidia's "battle" against Google (NOTW#70)
Best Anchor Stocks has a partnership with Fiscal.ai (the research platform I personally use), through which you can enjoy a 15% discount on any plan…
Nov 29
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Best Anchor Stocks
9
1
Deere’s Q4 2025: Will it be worth the wait?
Deere reported Q4 and FY 2025 earnings on Wednesday (before market open).
Nov 28
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Best Anchor Stocks
10
Riding the innovation wave
Keysight's Q4 2025
Nov 27
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Best Anchor Stocks
5
The Cracks in the "AI trade" and Adobe's Acquisition of Semrush (NOTW#69)
Best Anchor Stocks has a partnership with Fiscal.ai (the research platform I personally use), through which you can enjoy a 15% discount on any plan…
Nov 22
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Best Anchor Stocks
15
Investing
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Never sell?
This week, I posted the following on X:
Jun 27
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Best Anchor Stocks
45
13
4
Don't Make These Investment Mistakes
I’ve been thinking about writing this article over the past couple of weeks.
May 28
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Best Anchor Stocks
62
19
2
The Awakening of the Sleeping Dragon w/ Made in Japan
Has the Time Finally Come to Invest in Japan?
Apr 21
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Best Anchor Stocks
36
3
A Recessionary and Tariff-driven World
What it would mean for my portfolio (Part 2)
Mar 28
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Best Anchor Stocks
6
A Recessionary and Tariff-driven World
What It Would Mean for My Portfolio (Part 1)
Mar 21
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Best Anchor Stocks
9
1
Unpacking the drivers of value creation
A practical guide
Mar 10
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Best Anchor Stocks
39
13
3
A fertile ground for the individual investor
My Ideal Investment Scenario
Jan 22
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Best Anchor Stocks
35
4
1
Books of 2024
2024 was a productive year from a reading standpoint.
Jan 17
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Best Anchor Stocks
37
15
7
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