Research
Browse our complete collection of deep dives, market analysis, and investment insights.
Company Analysis
French Discount
The Unloved Hybrid
Feb 11, 2026•10 min read
Transactions
Transactions Review: February ’26
Gravity of Valuations
Mar 1, 2026•6 min read
Company Analysis
The Amsterdam Anchor
AMS: ADYEN
Feb 16, 2026•9 min read
Company Analysis
The Metabolic Reset
UnitedHealth (NYSE: UNH)
Jan 31, 2026•7 min read
Transactions
Transactions Review: January '26
Defence down
Jan 31, 2026•5 min read
Company Analysis
Northern Thrust
Reliable Package Delivery
Jan 28, 2026•11 min read
Investment Framework
The Immanent Return Framework
The Asymmetry of Low Expectations
Jan 15, 2026•10 min read
Company Analysis
The Angstrom Architect
Applied Materials (NASDAQ: AMAT)
Jan 11, 2026•9 min read
Transactions
Transactions Review: December '25
Taking Profit
Jan 11, 2026•5 min read
Portfolio
The Year in Review
2025: Investment Result
Jan 4, 2026•9 min read
Investment Framework
The Moat Framework
Directional Compass for Valuation Assessment
Jan 4, 2026•6 min read
Company Analysis
The Toll-Keeper of Shenzhen
Tencent (HKG: 0700)
Jan 4, 2026•10 MIN READ
Company Analysis
Sleep to Generate Return
Whitbread (WTB.L)
Dec 30, 2025•8 min read
Stock Performance
Search and Rescue
Why 2025 Was the Year of Google
Dec 30, 2025•3 min read