Sitemap - 2024 - Best Anchor Stocks
Holidays, More Macro Forecasting, and Nintendo's Rumors (NOTW#27)
The Wall Street Journal vs. Zoetis
Interest Rates, Royalties, and the WSJ vs. Zoetis (NOTW#26)
Contrarian for the sake of being contrarian? (NOTW#25)
Intuit: Q1 Earnings, a partnership with Amazon, and the Government’s threat
What's in store for the market next year? (NOTW#24)
Zoetis’ Q3: “Invest in the world we live in, not the world we want.”
Stevanato Group (STVN) (Pt. 5)
The Mystery Behind Silent Compounders (NOTW#23)
13. Palantir: Business & Valuation w/ Arny Trezzi
Nvidia’s Lessons, Cyclicality, And The Impact Of AI On Financial Markets (NOTW#22)
A down week, what Trump might mean for markets, and more (NOTW#21)
ASML Capital Markets Day 2024 Highlights
Stevanato Group (STVN) (Pt. 4)
Election and Interest Rate Week, Is A Bubble Inflating? (NOTW#20)
Why Healthcare offers an asymmetric bet on AI
NOTW #19: Index concentration, good, bad, irrational?
Stevanato Group (STVN) (Pt. 3)
12. Long/Short Investing w/ George Livadas from Upslope Capital
NOTW #18: More Trading Hours Is No Surprise
Stevanato Group (STVN) (Pt. 2)
NOTW #17: Long-term thinking and market multiples
ASML’s Q3: Bad technical error, worse earnings
NOTW #16: “Beating the index is impossible.”
Atlas Copco: The Only Three Things That Matter
The Hidden Costs That Hinder Long-Term Returns
Intuit’s Investor Day Highlights
NOTW #15: There's Always Something To Worry About
How To Differentiate From The S&P 500
NOTW #14: An Individual Investor’s Take On Opportunity Cost
Spruce Point's Short Thesis on Intuit
NOTW #13: The Most Trustworthy Macro Indicator
Investing in Undiscovered Stocks and Saker Aviation
11. The Picks & Shovels of the Healthcare Industry w/Peter Mantas
Adobe's Q3: Is it a buy after the drop?
Hermès: Capitalizing On Heritage
10. Untangling the Spirits Industry w/ Christian Billinger
Deere’s Q3 2024 Earnings: It’s A Game Of Expectations
Texas Instruments' Off-Cycle Capital Management Update
Zoetis' Q2: The Data vs. The Clickbait
Is Danaher's Buyback Good Capital Allocation?
NOTW #10: Markets up, now what?
A short earnings take on the latest addition to my portfolio
9. The United States Is Going South w/ Lawrence Hamtil & Douglas Ott
Constellation's Q2 and Valuation
NOTW #9: Fear Sells but Doesn't Make Much Money
Texas Instruments’ Q2 2024: The Turning Point (?) And A Special Event
Amazon's Q2 2024: The Capex dilemma
NOTW #8: A Rather Unique Correction?
Diageo's FY 2024: Not Out Of The Woods
NOTW #7: The market "pullback" and Hermes' earnings
Diageo: An Unprecedented Boom and Bust
China risk to Big Tech, Index Investing, Vistry, and Nintendo
8. China risk to Big Tech, Index Investing, Vistry and Nintendo with Ryan O'Connor
NOTW #6: Factor Rotation And Why It's Noise For Long-Term Investors
ASML's Q2 2024: Orders, China, and High-NA EUV
Investing In High-Quality Companies w/ Barry Schwartz and Ernest Wong
7. Investing in High-Quality Companies w/ Barry Schwartz and Ernest Wong from Baskin Wealth
NOTW #5: Noise In Financial Markets And How Demand Moves Stocks
Durability, Family Ownership, and a Long Growth Runway (Part 3)
NOTW #4: Is Generative AI The Disruptive Force Many Believe It To Be?
The Traits of a High-Quality Company
6. What is a high-quality company? w/ Drew Cohen from Speedwell Research
A Profitable, Repeatable, and Scalable Model
NOTW #3: The Best Thing About Semis Is Not Needing To Be Precisely Right
Durability, Family Ownership, and a Long Growth Runway (Part 2)
Adobe's Q2 2024: AI, Friend or Foe?
NOTW #2: Learning From The Indices And…Guidance Or No Guidance?
Durability, Family Ownership, and a Long Growth Runway (Part 1)
Intuit's Q3 2024: What The Market Disliked
NOTW #1: Investing Has Not Changed Much Over The Last 60 Years
Five Below's Q1 2024: The good, the bad, the ugly
Elliott's Letter to Texas Instruments: Reasonable?
Best Anchor Stocks is coming to Substack!
My 14 Favorite Investing Books (And Why)
Amazon's Q1 2024: A Profitable Day 1
Performance, composition, and quality table
4 Topics That Define My Investment Philosophy
Free Cash Flow and Bond Yields: Apples to Apples?
Hermes' outstanding 2023 earnings