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A Cool Way to Play AI?
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All You Need To Know About Semiconductors
Jul 11, 2023
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All You Need To Know About Semiconductors
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Deere: Cultivating Technology
May 14, 2024
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Deere: Cultivating Technology
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Is it time to buy ASML?
Jul 16
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Is it time to buy ASML?
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Hermès: Capitalizing On Heritage
Sep 10, 2024
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Hermès: Capitalizing On Heritage
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AAON (AAON)
A Cool Way to Play AI?
Jul 31
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AAON (AAON)
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Trupanion (TRUP)
Applying the Amazon model in the Pet Insurance Industry
Jun 12
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Trupanion (TRUP)
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Medpace Holdings (MEDP)
The CRO Anomaly?
May 5
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Medpace Holdings (MEDP)
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Judges Scientific (JDG.L)
Niches Bring Riches
Mar 3
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15
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Judges Scientific (JDG.L)
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Zoetis: Building Markets
(Reading time: 58 minutes)
Feb 6
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Zoetis: Building Markets
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Keysight Technologies (KEYS)
Enabling Innovation
Jan 2
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Keysight Technologies (KEYS)
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18. Vials, Tubes, and Billion-Dollar Niches w/Jon aka. Borlaug
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Earnings volatility, “specialists”, 13Fs, Amazon’s earnings, and positive news for ASML (NOTW#56)
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…
Aug 16
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Earnings volatility, “specialists”, 13Fs, Amazon’s earnings, and positive news for ASML (NOTW#56)
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The Reason Behind the Drop
Deere's Q3
Aug 15
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The Reason Behind the Drop
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Hidden Value in a Liability
Constellation's Q2
Aug 11
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Hidden Value in a Liability
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The Death of Software and (more) Tariffs (NOTW#55)
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…
Aug 9
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The Death of Software and (more) Tariffs (NOTW#55)
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What is the market worried about?
Zoetis' Q2 2025
Aug 8
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What is the market worried about?
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