Company-specific Write Ups

Everything up and to the right…except the guide

Jul 28 •

Best Anchor Stocks

The Good, The Bad, (but primarily) the Ugly

Judges’ H1 2025

Jul 25 •

Best Anchor Stocks

Some bad news...but some excellent news

Texas Instruments' Q2 Earnings Digest

Jul 24 •

Best Anchor Stocks

Q2 earnings digest

Jul 22 •

Best Anchor Stocks

Atlas Copco's Q2

Jul 21 •

Best Anchor Stocks

Is it time to buy ASML?

Q2 Earnings Digest

Jul 16 •

Best Anchor Stocks

“We are retooling the business for AI-driven growth.”

Jun 16 •

Best Anchor Stocks

The Market Punishes Copart

Is it justified?

May 26 •

Best Anchor Stocks

Full Steam Ahead

Keysight’s Q2 2025

May 22 •

Best Anchor Stocks

Becoming the farm's operating system

May 20 •

Best Anchor Stocks

Constellation’s Q1, AGM, and Valuation

Constellation Software reported Q1 earnings and held its Annual General Meeting this week.

May 16 •

Best Anchor Stocks

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 •

Best Anchor Stocks

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