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May 2025

A Hidden Gem Deep Dive Brief: Lumine Group
Lumine Group: Constellation’s Telecom Powerhouse in the Making
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Nikotes
My Expanse Investing Philosophy
What Investing Means to Me — and How I Approach It as an Individual Investor?
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Nikotes
A Hidden Gem Deep Dive Brief: Topicus
The CSU Spin-Off Set to Dominate Europe’s Vertical Software Landscape and Beyond
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Nikotes
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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
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Nikotes
Cloudflare Q1 2025
Main takes from conference call & earnings report with my comments & thoughts
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Nikotes
Mercado Libre Q1 2025
Main takes from conference call & earnings report with my comments & thoughts
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Nikotes
Arista Q1 2025
Main takes from conference call & earnings report with my comments & thoughts
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Nikotes
Understanding Growth & Its Key Drivers
Using Alphabet (GOOG) as our "guinea pig" to calculate intrinsic value growth
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Nikotes
Amazon Q1 2025
Main takes from video conference & earnings report with my comments & thoughts
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Nikotes

April 2025

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