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Markets weakening, 13F season, and what next? (NOTW#68)
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 15
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Best Anchor Stocks
4
Constellation's Q3: Swimming Against The Current
Constellation Software and Topicus reported earnings last week.
Nov 12
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Best Anchor Stocks
23
2
2
Shift4's Q3 Earnings
Shareholders should want this to remain cheap for a while
Nov 10
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Best Anchor Stocks
18
2
Reflections about a tough market (NOTW#67)
Yes, I know indices are barely down from ATHs!
Nov 8
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Best Anchor Stocks
11
This is the thesis
Stevanato's Q3
Nov 6
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Best Anchor Stocks
12
2
Terrible Expectations Management
Zoetis' Q3 2025
Nov 5
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Best Anchor Stocks
14
2
3
Even THEY raised estimates!
Nintendo's Q2 2026 Earnings Digest
Nov 4
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Best Anchor Stocks
6
6
1
A Nuanced View on the AI/Capex Dilemma (NOTW#66)
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 1
•
Best Anchor Stocks
14
4
October 2025
Is Andy Jassy a good CEO again?
Amazon's Q3 2025
Oct 31
•
Best Anchor Stocks
23
2
1
Hermes’ and Atlas Copco’s earnings, Adobe’s "resurrection", and many more news (NOTW#65)
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…
Oct 25
•
Best Anchor Stocks
8
Another WOW! for Medpace
Q3 earnings update
Oct 23
•
Best Anchor Stocks
8
Texas Instruments’ Q3
Warranted drop, but must look ahead
Oct 22
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Best Anchor Stocks
8
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