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Andvari’s Substack

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Latest post17 Aug 2026
Rollins, Inc.Rollins (ROL) Full Investment Report-17 Aug 2026
Martin Marietta Materials, Inc.Andvari's Q2 2026 Letter-14 Jul 2026
Texas Instruments IncorporatedAndvari's Q2 2026 Letter-14 Jul 2026
Microsoft CorporationAndvari's Q2 2026 Letter-14 Jul 2026
Amazon.com, Inc.Andvari's Q2 2026 Letter-14 Jul 2026
Mobility Global, Inc.Andvari's Q2 2026 Letter-14 Jul 2026
S&P Global Inc.Andvari's Q2 2026 Letter-14 Jul 2026
Tyler Technologies, Inc.Andvari's Q2 2026 Letter-14 Jul 2026
Constellation Software Inc.Andvari's Q2 2026 Letter-14 Jul 2026
Tate & Lyle plcIngredion-9 Jun 2026
Bunge Global SAIngredion-9 Jun 2026
Archer-Daniels-Midland CompanyIngredion-9 Jun 2026
Ingredion IncorporatedIngredion-9 Jun 2026
Erie Indemnity CompanyThink! or Surrender!!-30 Apr 2026