Company-specific Write Ups

A contrarian take?

Copart's Q4 and FY 2025

Sep 9 •

Best Anchor Stocks

ASML’s China “Risk”

(And the real bear cases)

Sep 4 •

Best Anchor Stocks

The market just doesn’t care

Keysight's Q3 2025

Aug 20 •

Best Anchor Stocks

The Reason Behind the Drop

Aug 15 •

Best Anchor Stocks

Hidden Value in a Liability

Constellation's Q2

Aug 11 •

Best Anchor Stocks

What is the market worried about?

Zoetis' Q2 2025

Aug 8 •

Best Anchor Stocks

An Implicit Organic Raise?

Stevanato's Q2 earnings

Aug 7 •

Best Anchor Stocks

A Smashing Debut

Nintendo's Q1 2026

Aug 4 •

Best Anchor Stocks

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

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts