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ASML's Q2 2024: Orders, China, and High-NA EUV
Hi reader and welcome back to another post, ASML reported its Q2 earnings this week on Wednesday and they were good despite the market’s reaction… The…
Jul 19
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ASML's Q2 2024: Orders, China, and High-NA EUV
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Why I Am Selling Five Below
Hi reader, Five Below (one of the positions in my portfolio) shared pretty important news yesterday, which not only had implications for its financials…
Jul 17
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Why I Am Selling Five Below
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Is ASML a buy today?
The moat, investing in semis, and the valuation
Jul 11
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29
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Is ASML a buy today?
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Durability, Family Ownership, and a Long Growth Runway (Part 2)
The Competition, The Moat, The Risks, Management, Capital Allocation, & Valuation
Jun 21
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5
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Durability, Family Ownership, and a Long Growth Runway (Part 2)
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Adobe's Q2 2024: AI, Friend or Foe?
Hi reader It’s funny because I typically open the earnings digest for the last quarter and copy and paste the document to start working on this…
Jun 17
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Adobe's Q2 2024: AI, Friend or Foe?
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Durability, Family Ownership, and a Long Growth Runway (Part 1)
The latest addition to my portfolio
Jun 13
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3
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Durability, Family Ownership, and a Long Growth Runway (Part 1)
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Elliott's Letter to Texas Instruments: Reasonable?
Elliott Investment Management, a well-known and well-respected activist investor, recently disclosed a $2.5 billion position in Texas Instruments. This…
Jun 5
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3
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Elliott's Letter to Texas Instruments: Reasonable?
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Deere: Cultivating Technology
A deep dive into a great business
May 14
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Best Anchor Stocks
48
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Deere: Cultivating Technology
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Hermes' outstanding 2023 earnings
This article was first uploaded for Best Anchor Stocks subscribers. Best Anchor Stocks is an investment research service focused on high-quality…
Feb 13
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Best Anchor Stocks
13
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Hermes' outstanding 2023 earnings
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Discussing Copart At Chit Chat Money
This article was first uploaded for Best Anchor Stocks subscribers. Best Anchor Stocks is an investment research service focused on high-quality…
May 17, 2023
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Discussing Copart At Chit Chat Money
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Hermes: 186 Years of History Guide The Financial Decisions
This article was first uploaded for Best Anchor Stocks subscribers. Best Anchor Stocks is an investment research service focused on high-quality…
Apr 25, 2023
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Hermes: 186 Years of History Guide The Financial Decisions
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Constellation's Spin-Out of the Lumine Group
What you need to know
Jan 2, 2023
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Constellation's Spin-Out of the Lumine Group
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