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Everything up and to the right…except the guide
Danaher's Q2
Jul 28
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Best Anchor Stocks
5
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Best Anchor Stocks
Everything up and to the right…except the guide
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The Good, The Bad, (but primarily) the Ugly
Judges’ H1 2025
Jul 25
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Best Anchor Stocks
7
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Best Anchor Stocks
The Good, The Bad, (but primarily) the Ugly
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Some bad news...but some excellent news
Texas Instruments' Q2 Earnings Digest
Jul 24
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Best Anchor Stocks
5
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Best Anchor Stocks
Some bad news...but some excellent news
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Wow Medpace
Q2 earnings digest
Jul 22
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Best Anchor Stocks
16
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Best Anchor Stocks
Wow Medpace
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2
Time to add?
Atlas Copco's Q2
Jul 21
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Best Anchor Stocks
11
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Best Anchor Stocks
Time to add?
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Is it time to buy ASML?
Q2 Earnings Digest
Jul 16
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Best Anchor Stocks
23
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Best Anchor Stocks
Is it time to buy ASML?
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3
“We are retooling the business for AI-driven growth.”
Adobe's Q2
Jun 16
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Best Anchor Stocks
3
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Best Anchor Stocks
“We are retooling the business for AI-driven growth.”
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The Market Punishes Copart
Is it justified?
May 26
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Best Anchor Stocks
11
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Best Anchor Stocks
The Market Punishes Copart
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1
Full Steam Ahead
Keysight’s Q2 2025
May 22
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Best Anchor Stocks
4
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Best Anchor Stocks
Full Steam Ahead
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Becoming the farm's operating system
Deere's Q2
May 20
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Best Anchor Stocks
7
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Best Anchor Stocks
Becoming the farm's operating system
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Constellation’s Q1, AGM, and Valuation
Constellation Software reported Q1 earnings and held its Annual General Meeting this week.
May 16
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Best Anchor Stocks
42
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Best Anchor Stocks
Constellation’s Q1, AGM, and Valuation
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I am selling a position
One of my portfolio companies reported earnings on Tuesday, and while this article will go over these, the main goal is to explain why I am selling my…
May 14
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Best Anchor Stocks
11
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Best Anchor Stocks
I am selling a position
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