Archive - Expanse Stocks

The Flight Support Engine Keeps Compounding

Aug 26 •

Deep Dive Brief: Constellation Software Capital Allocation Outlook - Part #1

Can CSU sustain its legendary returns into the next decade?

Aug 21 •

Constellation Software Q2 2025

A Perfect Example of Why GAAP Earnings Don't Tell the Whole Story and Why the Scale Question Remains

Aug 11 •

Understanding Cash on Cash Returns

A Simple Framework for Evaluating Capital Allocation

Aug 9 •

Mercado Libre Q2 2025

Is this bottom-line miss really something long-term investors should worry about?

Aug 5 •

Ranking the Most Promising Sectors

The Next Decade of Long-term Growth

Aug 4 •

July 2025

Hidden Gems: Fifth Edition

The Scalable Aussie Vertical SaaS

Jul 24 •

Update on Valuation Tools & Archive Access

Hello Expanse readers,

Jul 21 •

Why Equities Win Against Other Assets

The Case for Owning Innovation, Not Just Assets

Jul 18 •

Another Report Where the Real Story Lies in the Details & What am I making of it?

Jul 16 •

Optionality: Hidden Engine of Long-term Compounding

Dimensions & Breakdown of Optionality Across the Expanse Portfolio

Jul 7 •

A Reflection on my Investing Mistakes

Learning from your own Journey

Jul 2 •

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