Newsletter

Every two weeks we share market and earnings reviews, as well as a deep dive into one portfolio company. Subscribe now to follow along.

Here's a sample.

Reviews

• Market, Earnings, and TTD - August 19, 2023
• Market, Earnings, and BKNG - August 5, 2023

Insights

• Intrinsic and Relative Valuation Methods
• SaaS Valuations Post COVID-19
• On ROIC: Stalwarts and Compounders
• Investing in Equities for the Long-Term

Company Research

• Edwards Lifesciences (EW)
• Cloudflare (NET)
• CrowdStrike (CRWD)

Reviews

• 2023 Year-End Review
• 2022 Year-End Review
• 2021 Q4 and Year-End Review
• 2020 Q4 and Year-End Review
• 2019 Q4 and Year-End Review