Archive - EXPANSE STOCKS

Understanding ROIC, ROIIC, and ROCE: Measuring Capital Efficiency

Using Alphabet (GOOG) as our "guinea pig"

Mar 5 •

February 2025

Synopsys & Heico Q1 2025

Main takes from Conference Calls and Earnings Report with my Personal Touch

Feb 27 •

Deep Dive Brief: Arista Networks

Building the Ethernet in the Era of AI with the "Arista Advantage"

Feb 22 •

Mercado Libre Q4 2024 & Copart Q2 2025

Main takes from Conference Calls and Earnings Report with my Personal Touch

Feb 21 •

Monthly Specials (February 2025)

Three Purely Technical Swing Trades + One Top Pick Straight from My 2025 Long-Term Watchlist

Feb 14 •

Adyen H2 2024: Earnings and Shareholder Letter Summary

... with my Personal Touch

Feb 13 •

Hidden Gems - Third Edition

Uncovering two British small caps hidden gems

Feb 10 •

Monolithic Power Systems Q4 2024: Building Silicon-based Solutions

Main takes from Conference Calls and Earnings Report with my Personal Touch

Feb 8 •

Cloudflare Q4 2024: Momentum for Long-Term Success Continues

Main takes from Conference Calls and Earnings Report with my Personal Touch

Feb 7 •

The Rareness of Moaty Software Companies: A Selection of 6 Gems

What is a moat? My take on 6 software companies that, in my opinion, exhibit the traits of competitive moats

Feb 1 •

January 2025

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