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My new position!
The detailed in-depth report
Sep 30
•
Best Anchor Stocks
10
Section 232 Tariffs, Some Self-Reflection, And Plenty Of (Relevant) News (NOTW#61)
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…
Sep 27
•
Best Anchor Stocks
10
Is AI eating Vertical Market Software?
(Maybe not yet)
Sep 22
•
Best Anchor Stocks
44
4
Questionable US policy, Timing Inflections, and Judges' Earnings (NOTW#60)
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…
Sep 20
•
Best Anchor Stocks
8
Why isn't Adobe's stock working?
Not much has changed for Adobe over the last 3 months. Despite delivering yet another beat-beat-raise quarter, the market remains skeptical regarding…
Sep 17
•
Best Anchor Stocks
32
5
China fires against Texas Instruments
You might have noticed that Texas Instruments’ stock is falling in the pre-market, together with those of its analog peers.
Sep 15
•
Best Anchor Stocks
15
Earnings Volatility, ASML Insiders Buying, and the Company I Added to this Week (NOTW#59)
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…
Sep 13
•
Best Anchor Stocks
11
A contrarian take?
Copart's Q4 and FY 2025
Sep 9
•
Best Anchor Stocks
30
6
Things I Have Learned and What I Bought This Week (NOTW#58)
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…
Sep 6
•
Best Anchor Stocks
12
ASML’s China “Risk”
(And the real bear cases)
Sep 4
•
Best Anchor Stocks
40
August 2025
2021 all over again (?), Intuit’s earnings, and Nintendo’s dominance (NOTW#57)
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 23
•
Best Anchor Stocks
8
The market just doesn’t care
Keysight's Q3 2025
Aug 20
•
Best Anchor Stocks
10
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