Feb 16, 2026
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10 min read
Feb 5, 2026
8 min read
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
9 min read
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
7 min read
A high-quality compounder hiding in plain sight.
Jan 12, 2026
The era when AI agents shop on our behalf has begun.
Jan 9, 2026
13 min read
Is the AI Connectivity Pioneer a Buy at $141.60?
Jan 8, 2026
Founder-led, mission-critical software, exceptional margins, fortress balance sheet, outstanding ROIC, and sticky customer relationships.
Jan 5, 2026
A Phenomenal Business, Getting Better And Better