Company-specific Write Ups

Zoetis’ Q3: “Invest in the world we live in, not the world we want.”

Dec 5 •

Best Anchor Stocks

Copart’s Q1 2025

Outstanding business, fair price?

Nov 27 •

Best Anchor Stocks

Deere’s Q4 2024 Earnings

The market is waking up

Nov 26 •

Best Anchor Stocks

Why I Am Trimming Intuit

Nov 21 •

Best Anchor Stocks

ASML Capital Markets Day 2024 Highlights

The market, litho intensity, hyper-NA EUV...

Nov 15 •

Best Anchor Stocks

Constellation's Q3 Earnings

The trade-off between profitability and acquisitions

Nov 11 •

Best Anchor Stocks

Nintendo's 6-months Earnings

Reasons to be optimistic

Nov 7 •

Best Anchor Stocks

Amazon’s Q3 2024

Where’s the ceiling?

Nov 4 •

Best Anchor Stocks

Texas Instruments Q3 2024

: Light at the end of the tunnel?

Oct 28 •

Best Anchor Stocks

Danaher's Q3 Earnings

Oct 24 •

Best Anchor Stocks

ASML’s Q3: Bad technical error, worse earnings

Oct 17 •

Best Anchor Stocks

Intuit’s Investor Day Highlights

Oct 7 •

Best Anchor Stocks

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