Company-specific Write Ups

The Market Punishes Copart

Is it justified?

May 26 •

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Full Steam Ahead

Keysight’s Q2 2025

May 22 •

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Becoming the farm's operating system

May 20 •

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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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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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Nintendo: Finally looking forward

FY 2025 Earnings Digest

May 13 •

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Sandbagging…anyone?

Stevanato's Q1 2025

May 9 •

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Market overreaction or justified drop?

Zoetis' Q1 Earnings Analysis

May 8 •

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The Narrative vs. The Reality

Amazon's Q1 Earnings Digest

May 2 •

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Is the worst over for TI?

Q1 results offer encouraging signs

Apr 25 •

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Is that light at the end of the tunnel?

Danaher's Q1 Earnings

Apr 23 •

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The Same Story Every Quarter

Apr 17 •

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