Quaterly Earning & Call review

Everything. All at once.

Mar 22 • The Few Bets That Matter

Various Earning Review

Oracle, UiPath and Adobe

Mar 13 • The Few Bets That Matter

Various Earning Reviews

Sportswear earnings review, On Running, Credo and Broadcom as proxies for AsteraLabs, AmbiqMicro as proxy for Nordic, Target and Smith & Wesson thesis…

Mar 8 • The Few Bets That Matter

Transmedics Q4-25

Nothing is enough

Feb 25 • The Few Bets That Matter

Demand constrained is nothing but a narrative

Feb 12 • The Few Bets That Matter

AsteraLabs Q4-25

When good earnings are rewarded by uncertainty and fear

Feb 11 • The Few Bets That Matter

Various Earnings & Market in Turmoil

Portfolio modifications, Google, Amazon, Iren, Palantir & More

Feb 6 • The Few Bets That Matter

Novo Nordisk Q4-25

When the bear case hit you in the face

Feb 4 • The Few Bets That Matter

Various Earning Reviews

ASML, Meta, Microsoft & Tesla

Jan 29 • The Few Bets That Matter

Lululemon Detailed Q3-25

When a Fired CEO is a Good CEO

Dec 12, 2025 • The Few Bets That Matter

Adobe Detailed Q3-25 Review

Good companies do not deserve great premiums

Dec 11, 2025 • The Few Bets That Matter

Palo Alto Detailed Q3-25 Review

The future AI cybersecurity giants continue to execute.

Nov 26, 2025 • The Few Bets That Matter

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