Mentions47
Posts9
Latest post22 Aug 2026
Rosebank Industries plc“Clarity and the rally are the same event” (NOTW#105)-22 Aug 2026
Sabre Corporation“Clarity and the rally are the same event” (NOTW#105)-22 Aug 2026
Eurofins Scientific SE“Clarity and the rally are the same event” (NOTW#105)-22 Aug 2026
BBB Foods Inc.“Clarity and the rally are the same event” (NOTW#105)-22 Aug 2026
AAON, Inc.“Clarity and the rally are the same event” (NOTW#105)-22 Aug 2026
Trupanion, Inc.“Clarity and the rally are the same event” (NOTW#105)-22 Aug 2026
Medpace Holdings, Inc.“Clarity and the rally are the same event” (NOTW#105)-22 Aug 2026
Judges Scientific plc“Clarity and the rally are the same event” (NOTW#105)-22 Aug 2026
Zoetis Inc.“Clarity and the rally are the same event” (NOTW#105)-22 Aug 2026
Keysight Technologies, Inc.“Clarity and the rally are the same event” (NOTW#105)-22 Aug 2026
Stevanato Group S.p.A.“Clarity and the rally are the same event” (NOTW#105)-22 Aug 2026
Atlas Copco AB (publ)“Clarity and the rally are the same event” (NOTW#105)-22 Aug 2026
Hermès International Société en commandite par actions“Clarity and the rally are the same event” (NOTW#105)-22 Aug 2026
Diageo plc“Clarity and the rally are the same event” (NOTW#105)-22 Aug 2026
Five Below, Inc.“Clarity and the rally are the same event” (NOTW#105)-22 Aug 2026
FRP Holdings, Inc.“Clarity and the rally are the same event” (NOTW#105)-22 Aug 2026
Deere & Company“Clarity and the rally are the same event” (NOTW#105)-22 Aug 2026
Deere & CompanyOne quote to rule them all-21 Aug 2026
BBB Foods Inc.Spectacular (and price anchoring bias)-17 Aug 2026
Constellation Software Inc.Private Equity is coming for Software (NOTW#104)-15 Aug 2026
Nintendo Co., Ltd.Private Equity is coming for Software (NOTW#104)-15 Aug 2026
Rosebank Industries plcPrivate Equity is coming for Software (NOTW#104)-15 Aug 2026
Sabre CorporationPrivate Equity is coming for Software (NOTW#104)-15 Aug 2026
Eurofins Scientific SEPrivate Equity is coming for Software (NOTW#104)-15 Aug 2026
BBB Foods Inc.Private Equity is coming for Software (NOTW#104)-15 Aug 2026
AAON, Inc.Private Equity is coming for Software (NOTW#104)-15 Aug 2026
Trupanion, Inc.Private Equity is coming for Software (NOTW#104)-15 Aug 2026
Medpace Holdings, Inc.Private Equity is coming for Software (NOTW#104)-15 Aug 2026
Judges Scientific plcPrivate Equity is coming for Software (NOTW#104)-15 Aug 2026
Zoetis Inc.Private Equity is coming for Software (NOTW#104)-15 Aug 2026
Keysight Technologies, Inc.Private Equity is coming for Software (NOTW#104)-15 Aug 2026
Stevanato Group S.p.A.Private Equity is coming for Software (NOTW#104)-15 Aug 2026
Atlas Copco AB (publ)Private Equity is coming for Software (NOTW#104)-15 Aug 2026
Hermès International Société en commandite par actionsPrivate Equity is coming for Software (NOTW#104)-15 Aug 2026
Diageo plcPrivate Equity is coming for Software (NOTW#104)-15 Aug 2026
Five Below, Inc.Private Equity is coming for Software (NOTW#104)-15 Aug 2026
FRP Holdings, Inc.Private Equity is coming for Software (NOTW#104)-15 Aug 2026
Deere & CompanyPrivate Equity is coming for Software (NOTW#104)-15 Aug 2026
Constellation Software Inc.Food for the bears and bulls-12 Aug 2026
Nintendo Co., Ltd.The numbers don’t tell the full story-11 Aug 2026
Shift4 Payments, Inc.The Hard Rules of Portfolio Management (NOTW#103)-8 Aug 2026
Topicus.com Inc.The Hard Rules of Portfolio Management (NOTW#103)-8 Aug 2026
Deere & CompanyThe Hard Rules of Portfolio Management (NOTW#103)-8 Aug 2026
Stevanato Group S.p.A.The Hard Rules of Portfolio Management (NOTW#103)-8 Aug 2026
Amazon.com, Inc.The Hard Rules of Portfolio Management (NOTW#103)-8 Aug 2026
Shift4 Payments, Inc.A merciless market (and the reason behind the drop?)-7 Aug 2026
Topicus.com Inc.The truth behind the headlines-6 Aug 2026