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Jimmy's Journal

https://jimmysjournal.substack.com/

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Latest post15 Oct 2026
MercadoLibre, Inc.The Secret Behind the World's Greatest Compounders-15 Oct 2026
Berkshire Hathaway Inc.The Secret Behind the World's Greatest Compounders-15 Oct 2026
Alphabet Inc.The Secret Behind the World's Greatest Compounders-15 Oct 2026
Philip Morris International Inc.The Secret Behind the World's Greatest Compounders-15 Oct 2026
Nestlé S.A.The Secret Behind the World's Greatest Compounders-15 Oct 2026
Netflix, Inc.The Secret Behind the World's Greatest Compounders-15 Oct 2026
Wise Group plcWise ($WSE) Deep Dive-8 Oct 2026
Microsoft CorporationAgentic AI: Winners and Losers-28 Sept 2026
Meta Platforms, Inc.Agentic AI: Winners and Losers-28 Sept 2026
Intuitive Surgical, Inc.Intuitive Surgical ($ISRG) Deep Dive-24 Sept 2026
CSX Corporation7 Lessons I Learned From Chris Hohn to Beat the Market-21 Sept 2026
ABN AMRO Bank N.V.7 Lessons I Learned From Chris Hohn to Beat the Market-21 Sept 2026
Euronext N.V.7 Lessons I Learned From Chris Hohn to Beat the Market-21 Sept 2026
Deutsche Börse AG7 Lessons I Learned From Chris Hohn to Beat the Market-21 Sept 2026
LG Corp.7 Lessons I Learned From Chris Hohn to Beat the Market-21 Sept 2026
Canadian National Railway Company7 Lessons I Learned From Chris Hohn to Beat the Market-21 Sept 2026
S&P Global Inc.7 Lessons I Learned From Chris Hohn to Beat the Market-21 Sept 2026
Moody's Corporation7 Lessons I Learned From Chris Hohn to Beat the Market-21 Sept 2026
Visa Inc.7 Lessons I Learned From Chris Hohn to Beat the Market-21 Sept 2026
Microsoft Corporation7 Lessons I Learned From Chris Hohn to Beat the Market-21 Sept 2026
Alphabet Inc.7 Lessons I Learned From Chris Hohn to Beat the Market-21 Sept 2026
Taiwan Semiconductor Manufacturing Company LimitedThe 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
Merck & Co., Inc.The 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
NIKE, Inc.The 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
ASML Holding N.V.The 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
NVIDIA CorporationThe 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
Mastercard IncorporatedThe 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
Airbnb, Inc.The 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
Waste Management, Inc.The 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
Netflix, Inc.The 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
Berkshire Hathaway Inc.The 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
Toyota Motor CorporationThe 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
Ferrari N.V.The 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
On Holding AGThe 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
Veeva Systems Inc.The 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
Meta Platforms, Inc.The 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
The Home Depot, Inc.The 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
Costco Wholesale CorporationThe 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
Novo Nordisk A/SThe 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
Eli Lilly and CompanyThe 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
Arm Holdings plcThe 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
Nu Holdings Ltd.The 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
Meta Platforms, Inc.Meta Platforms ($META): AI Agents Are Here-14 Sept 2026
Credo Technology Group Holding LtdCredo ($CRDO) Deep Dive-10 Sept 2026
Arista Networks, Inc.The Quality Check #1-7 Sept 2026
S&P Global Inc.S&P Global ($SPGI) Deep Dive-31 Aug 2026
Broadcom Inc.Broadcom ($AVGO): No Moat-27 Aug 2026
Intercontinental Exchange, Inc.5 Durable Compounders Trading at a Discount-20 Aug 2026
Equifax Inc.5 Durable Compounders Trading at a Discount-20 Aug 2026
S&P Global Inc.5 Durable Compounders Trading at a Discount-20 Aug 2026
Nu Holdings Ltd.Nubank ($NU) Deep Dive-17 Aug 2026
MediaTek Inc.GPUs, ASICs, and the Real ROI of AI-13 Aug 2026
Marvell Technology, Inc.GPUs, ASICs, and the Real ROI of AI-13 Aug 2026
Broadcom Inc.GPUs, ASICs, and the Real ROI of AI-13 Aug 2026
NVIDIA CorporationGPUs, ASICs, and the Real ROI of AI-13 Aug 2026
Broadcom Inc.The Relentless Arithmetic of Quality Investing-10 Aug 2026
Synopsys, Inc.Synopsys ($SNPS) Deep Dive-6 Aug 2026
Uber Technologies, Inc.Uber ($UBER) vs. Waymo: Who Owns the Ride?-30 Jul 2026
Moody's CorporationThe World’s Best Toll Booths, Now on Sale-27 Jul 2026
S&P Global Inc.The World’s Best Toll Booths, Now on Sale-27 Jul 2026
Intercontinental Exchange, Inc.The World’s Best Toll Booths, Now on Sale-27 Jul 2026
CME Group Inc.The World’s Best Toll Booths, Now on Sale-27 Jul 2026
Synopsys, Inc.The World’s Best Toll Booths, Now on Sale-27 Jul 2026
Cadence Design Systems, Inc.The World’s Best Toll Booths, Now on Sale-27 Jul 2026
Visa Inc.The World’s Best Toll Booths, Now on Sale-27 Jul 2026
Mastercard IncorporatedThe World’s Best Toll Booths, Now on Sale-27 Jul 2026