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A broadening bull market without Nvidia? (NOTW#92)
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…
May 23
•
Best Anchor Stocks
11
Optionality for the win
Keysight’s Q2 2026
May 21
•
Best Anchor Stocks
8
1
On The Radar #3
An amalgamation of monopolies, a marketplace with “AI-risk”, and a true outsider running a cyclical business
May 20
•
Best Anchor Stocks
8
2
1
Eurofins (EPA:ERF)
Lost Credibility
May 14
•
Best Anchor Stocks
13
2
Contextualizing the conservativeness
Nintendo’s FY 2026
May 12
•
Best Anchor Stocks
16
2
Semiconductors, momentum, and nothing else (NOTW#91)
🚨FINCHAT IS RUNNING A SPECIAL DISCOUNT!
May 9
•
Best Anchor Stocks
13
Earnings better-than-feared and Management’s PSUs
Shift4's Q1 2026
May 8
•
Best Anchor Stocks
8
1
The consequences of vertigo
Stevanato's Q1 2026
May 7
•
Best Anchor Stocks
14
2
1
Still (!) no signs of AI disruption (+valuation update)
Topicus' Q1 Earnings
May 6
•
Best Anchor Stocks
16
2
A new position, Mag 5 Earnings, Adobe’s Insider Sales, and Flawed Narratives (NOTW#90)
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…
May 2
•
Best Anchor Stocks
10
1
April 2026
Acceleration inbound and optionality abound
Amazon’s Q1 2026
Apr 30
•
Best Anchor Stocks
19
1
Confirmed data center + inflection play
Texas Instruments’ Q1
Apr 28
•
Best Anchor Stocks
10
2
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