Mar 17, 2026
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8 min read
The Finnish Retailer That Out-Margins Everyone and Still Nobody Talks About
Feb 21, 2026
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App-etite for Destruction: The AI Ad Machine That Won't Stop Printing Money
Feb 18, 2026
This Ratings King Just Had Record Year
Feb 17, 2026
7 min read
Durable Software vs Dead Software Walking
Feb 16, 2026
10 min read
Feb 5, 2026
Just went through their earnings, here the results.
Jan 29, 2026
4 min read
When Revenue Inflection Meets Profitability
Jan 28, 2026
When volatility strikes, the house always wins. And this house has been winning for 125 years.
Jan 27, 2026
Wide moats. 57% revenue growth. 44% EBITDA margins. And trading at a fraction of its peers.
Jan 15, 2026
Over 100 years of outperformance later, Sweden's industrial dynasty is still crushing it.
Jan 14, 2026
Why 300 million subscribers make this more than just a couch potato investment
A high-quality compounder hiding in plain sight.