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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
9 min read
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.
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
Jan 4, 2026
12 min read
The Chip Inspector That Nobody Can Quit
Jan 3, 2026
The Essential Chip Toolmaker
Performance Review of 2025: Overall CAGR 16%
Jan 1, 2026
Why this family-run "parts store for planes" might be one of the best compounders you've never heard of
Will AI Enhance BlackRock's Leading Position?
Dec 31, 2025
Why CSL Might Be The Ultimate Compounder
Dec 30, 2025
How 16B Comments Became The Hottest Dataset in Silicon Valley
Dec 27, 2025
The Business Nobody Sees (But Everyone Uses)
The entire company operates like one big cash machine.