Rollins ROL (Notes to myself)
A detailed analysis arguing AMD has a window period of accelerated growth over the next two years
Bangkok Post: World’s biggest stock rout deepens as Thai market rescue falters
Krispy Kreme DNUT (Notes to myself)
Tech giants' market cap plummets amid tariff turmoil,any thoughts?
Value Investing is inherently contrarion
BMY is a value trap ?
Thoughts on Pfizer (PFE) as a Value Play?
When to sell, and when to hold on. By Charles Brandes.
What are you Shooting with this weekend?
What do you guys think of buying a first batch of the following stocks? (See description)
Introduce me a book to read
MSFT thoughts
Barron's Mag 7 on Sale Cover.
Anyone else love exploring cities with their Leica?
Equifax Stock Analysis
I think Im gonna buy some shares of RDDT
Here's a legit way to find ideas, the chapter is titled 'Reverse Engineering"
I use printouts to mask my horrible handwriting.
Portfolio A/B March 15th 2025
Fundsmith 2025 Annual Meeting Vid is Up!
What's your favorite moment in Trading Places
An introduction to investing for the serious investor. Chapter 1: The Craft of the Specific.
Cocoa Commentary by ING
Signs of big trouble for a company
