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The difference between a good and a great company: part 1
Good vs Great companies: Choose wisely
Jun 18
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The difference between a good and a great company: part 1
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Investing in the age of AI
What you need to know and which companies will benefit the most
Jun 9
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Investing in the age of AI
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Q1/2025 Superinvestor Portfolio Update
Let's dive into those lovely 13F Filings and learn what the Superinvestors bought and sold
May 17
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Q1/2025 Superinvestor Portfolio Update
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AMD Stock Analysis & Deep Dive
Dec 30, 2024
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AMD Stock Analysis & Deep Dive
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Axcelis Stock Analysis Deep Dive
Apr 27, 2024
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Axcelis Stock Analysis Deep Dive
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Evolution AB Stock Analysis & Deep Dive
Oct 16, 2023
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Evolution AB Stock Analysis & Deep Dive
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Arista Networks Stock Analysis & Deep Dive
Apr 30
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Arista Networks Stock Analysis & Deep Dive
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Adobe Stock Analysis & Deep Dive January 2025
Jan 31
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Adobe Stock Analysis & Deep Dive January 2025
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British American Tobacco Stock Analysis & Deep Dive
Jun 28, 2023
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British American Tobacco Stock Analysis & Deep Dive
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Arista Networks Stock Analysis & Deep Dive
If you want to benefit from the large CapEx on AI, make sure to continue reading
Apr 30
5
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Arista Networks Stock Analysis & Deep Dive
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The handbook for a (stock market) crash
What you need to do now and what are the best buys right now
Apr 13
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The handbook for a (stock market) crash
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Weekly Notes #16
How Walgreens failed, Estee Lauder's Christmas tree, Buffett vs the S&P500, Chris Bosh, Rheinmetall and Ben Graham's best investment
Apr 3
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Weekly Notes #16
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Best Buys March 2025
With the markets being down it is time to review your buying list
Mar 14
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Best Buys March 2025
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ASML Q4/2024 Earnings Review
Learn what one of the most important companies in the world was up to in Q4
Feb 28
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ASML Q4/2024 Earnings Review
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Q4/2024 Superinvestor Portfolio Update
Lets dive into those lovely 13F Filings
Feb 15
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Q4/2024 Superinvestor Portfolio Update
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AMD Q4/2024 Earnings Review
Fantastic growth compared to 2023 but what about the guidance?
Feb 10
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AMD Q4/2024 Earnings Review
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Adobe Stock Analysis & Deep Dive January 2025
Back at the same P/E as my last deep dive. Is it as attractive as in 2023?
Jan 31
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Adobe Stock Analysis & Deep Dive January 2025
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Weekly Notes #15
Making money in dating, tougher comps, why retail is hard, David's maxims, getting to know your postman, musing of Steve Jobs and Kermit the frog.
Jan 9
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Weekly Notes #15
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Stock research. Always searching for high quality, growing businesses at a reasonable price. Follow me for more ideas.
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