18
Dec
US Retail & Consumer
Most recently, I suggested that Deck & Lulu looked attractive from a valuation standpoint. This week, I did some more
4 min read
Latest
05
Dec
Consumer Discretionary - A Quick Rebound
12.05.25
For most of this year, the story was simple: tech and AI up and other sectors struggled.
1 min read
01
Dec
Initiation on Sportswear - NKE/LULU/DECK 1/4
Historically, clothes had clear lanes. Sportswear was for working out, suits and dress pants were for formal settings, and fashion
9 min read
14
Nov
More solar capacity coming!
14.11.25
If you’ve been following the FSLR/NXT posts - this should be a quick and helpful
3 min read
10
Nov
Sysmex -$SSMXY/6869JP
10.30.25
I’ve been following Sysmex—the world’s leading player in blood testing instruments—for a few
15 min read
05
Nov
Update - November
hello everyone!
just a quick update, I know it has been about a two weeks since I posted. I am
22
Oct
Update: AWS Lightsnail Struggle
Hello everyone - as of monday, I have switched from AWS lightsnail, which I use to host my articles to
22
Oct
Belimo AG $BEAN part 1/3
06.24.25
For this month, we are looking at Belimo AG, a small company with incredible ROICs & strong
17 min read
22
Oct
Bruker Corp. $BRKR Part 1/3
08.25.25
I first came across this business while looking at the Waters Corporation a few years back, and
8 min read
21
Oct
Cheap Power, Slow Buildout: Ontario’s EV Charging Paradox vs Los Angeles:
08.22.25
Introduction:
This month, I wanted to dive a bit deeper into North America’s EV charging infrastructure—
12 min read