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Company-specific Write Ups

Looking Ahead
An update on Danaher's Q3
Oct 21, 2025 • Best Anchor Stocks
Some portfolio updates
If you have followed my work for a while, you’ll know that I rarely sell and strive to find companies I can hold forever.
Feb 11, 2025 • Best Anchor Stocks
Investing in Undiscovered Stocks and Saker Aviation
Hi reader,
Sep 19, 2024 • Best Anchor Stocks
Durability, Family Ownership, and a Long Growth Runway (Part 2)
The Competition, The Moat, The Risks, Management, Capital Allocation, & Valuation
Jun 21, 2024 • Best Anchor Stocks
Durability, Family Ownership, and a Long Growth Runway (Part 1)
The latest addition to my portfolio
Jun 13, 2024 • Best Anchor Stocks
Deere: Cultivating Technology
A deep dive into a great business
May 14, 2024 • Best Anchor Stocks
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