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Semi-Annual Letter - June 2025
Portfolio Review & Strategic Outlook
10 hrs ago
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Semi-Annual Letter - June 2025
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May 2025
A Hidden Gem Deep Dive Brief: Lumine Group
Lumine Group: Constellation’s Telecom Powerhouse in the Making
May 23
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A Hidden Gem Deep Dive Brief: Lumine Group
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My Expanse Investing Philosophy
What Investing Means to Me — and How I Approach It as an Individual Investor?
May 21
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My Expanse Investing Philosophy
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A Hidden Gem Deep Dive Brief: Topicus
The CSU Spin-Off Set to Dominate Europe’s Vertical Software Landscape and Beyond
May 18
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A Hidden Gem Deep Dive Brief: Topicus
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The Serial Acquirers Playbook: A Primer
Underappreciated Quality Traits of Serial Acquirers with Real-World Examples from the Nordics and Globally
May 12
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The Serial Acquirers Playbook: A Primer
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Cloudflare Q1 2025
Main takes from conference call & earnings report with my comments & thoughts
May 9
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Cloudflare Q1 2025
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Mercado Libre Q1 2025
Main takes from conference call & earnings report with my comments & thoughts
May 8
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Mercado Libre Q1 2025
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Arista Q1 2025
Main takes from conference call & earnings report with my comments & thoughts
May 7
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Arista Q1 2025
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Understanding Growth & Its Key Drivers
Using Alphabet (GOOG) as our "guinea pig" to calculate intrinsic value growth
May 5
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Understanding Growth & Its Key Drivers
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Amazon Q1 2025
Main takes from video conference & earnings report with my comments & thoughts
May 2
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Amazon Q1 2025
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April 2025
Hidden Gems: Fourth Edition
A Primer on Constellation Software: The Capital Allocation Machine
Apr 26
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Hidden Gems: Fourth Edition
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Alphabet Q1 2025
Main takes from video conference & earnings report with my comments & thoughts
Apr 25
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Alphabet Q1 2025
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