Mentions33
Posts20
Latest post17 Oct 2026
ASML Holding N.V.Diversified by name, concentrated by bet (NOTW#111)-17 Oct 2026
Verisure plcDiversified by name, concentrated by bet (NOTW#111)-17 Oct 2026
ASML Holding N.V.My 2028 numbers-14 Oct 2026
Verisure plcRollins (ROL), Verisure (VSURE), and the cost of standing still (Part 2, Verisure)-13 Oct 2026
Rollins, Inc.Cracks in the AI trade (?), Rates, and the S&P 500 Equal-Weight (NOTW#110)-10 Oct 2026
Verisure plcRollins (ROL), Verisure (VSURE), and the cost of standing still (Part 1)-6 Oct 2026
Rollins, Inc.Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 1)-6 Oct 2026
Judges Scientific plcAbysmal but encouraging-28 Sept 2026
Meta Platforms, Inc.A Webinar, Macro, and Muse (NOTW#109)-26 Sept 2026
Hermès International Société en commandite par actionsA Webinar, Macro, and Muse (NOTW#109)-26 Sept 2026
Hermès International Société en commandite par actionsIs Hermes “there” yet?-23 Sept 2026
Interactive Brokers Group, Inc.A cheap 40% grower, 10k, 23/7 trading, and a busy week (NOTW#108)-19 Sept 2026
Rosebank Industries plcA cheap 40% grower, 10k, 23/7 trading, and a busy week (NOTW#108)-19 Sept 2026
Eurofins Scientific SEA cheap 40% grower, 10k, 23/7 trading, and a busy week (NOTW#108)-19 Sept 2026
BBB Foods Inc.A cheap 40% grower, 10k, 23/7 trading, and a busy week (NOTW#108)-19 Sept 2026
Adobe Inc.Adobe, Oracle, and Druckenmiller (NOTW#107)-12 Sept 2026
Oracle CorporationAdobe, Oracle, and Druckenmiller (NOTW#107)-12 Sept 2026
Keysight Technologies, Inc.Valuation as a leading indicator and holding bias (NOTW#106)-5 Sept 2026
Adobe Inc.Valuation as a leading indicator and holding bias (NOTW#106)-5 Sept 2026
Texas Instruments IncorporatedValuation as a leading indicator and holding bias (NOTW#106)-5 Sept 2026
ASML Holding N.V.Valuation as a leading indicator and holding bias (NOTW#106)-5 Sept 2026
BBB Foods Inc.Valuation as a leading indicator and holding bias (NOTW#106)-5 Sept 2026
Deere & CompanyValuation as a leading indicator and holding bias (NOTW#106)-5 Sept 2026
Friedrich Vorwerk Group SEOn The Radar #7-3 Sept 2026
BBB Foods 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
BBB Foods Inc.Private 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.A merciless market (and the reason behind the drop?)-7 Aug 2026
Topicus.com Inc.The truth behind the headlines-6 Aug 2026