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Newsletter

Every two weeks we share market and earnings reviews, as well as a deep dive into one portfolio company. Subscribe now to follow along.

Here's a sample.

Reviews

  • Market, Earnings, and TTD - August 19, 2023
  • Market, Earnings, and BKNG - August 5, 2023

Insights

  • Intrinsic and Relative Valuation Methods
  • SaaS Valuations Post COVID-19
  • On ROIC: Stalwarts and Compounders
  • Investing in Equities for the Long-Term

Company Research

  • Edwards Lifesciences (EW)
  • Cloudflare (NET)
  • CrowdStrike (CRWD)

Reviews

  • 2023 Year-End Review
  • 2022 Year-End Review
  • 2021 Q4 and Year-End Review
  • 2020 Q4 and Year-End Review
  • 2019 Q4 and Year-End Review

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