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The Financial Pen

https://thefinancialpen.substack.com/

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Latest post18 Aug 2026
HA Sustainable Infrastructure Capital, Inc.A More Defensible Way Through the AI Buildout-18 Aug 2026
Amentum Holdings, Inc.Rethinking Federal Contractors After AI-29 Jul 2026
Science Applications International CorporationRethinking Federal Contractors After AI-29 Jul 2026
CACI International IncRethinking Federal Contractors After AI-29 Jul 2026
Leidos Holdings, Inc.Rethinking Federal Contractors After AI-29 Jul 2026
Booz Allen Hamilton Holding CorporationRethinking Federal Contractors After AI-29 Jul 2026
Jollibee Foods CorporationFrom Chickenjoy to Capital Allocation-15 Jul 2026
Alphabet Inc.Variant Perception: The Mechanics of Expectation Gaps-8 Jul 2026
Microsoft CorporationVariant Perception: The Mechanics of Expectation Gaps-8 Jul 2026