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Google's Power Play, Amazon's AWS Outage & OpenAI's Ad Pivot
Portfolio News #20
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Diageo - A Taste of Success in the Beverage Industry
Jun 15, 2023
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35
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Lululemon: Is the Brand's Power Really Fading?
Apr 11, 2024
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27
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INVISIO AB: Anatomy of a Niche Champion's Moat
Oct 7, 2025
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29
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Evolution AB: Challenges, Regulations, and Market Dynamics
Dec 14, 2023
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Recent posts
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The Shift: PayPal to Become a Bank & Amazon Backs OpenAI
Portfolio News #19
Dec 17, 2025
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Adobe Executes, Gemini Gains Share & Ashtead Accelerates
Portfolio News #18
Dec 11, 2025
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Pool Corp Valuation: The Bottom is In, but is the Price Right?
Pool Corp Valuation Update
Dec 9, 2025
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Zuck Cuts Costs, AMD’s Supercycle & Greggs Upside
Portfolio News #17
Dec 6, 2025
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Adyen Investor Day: From gaining share in payments to owning the financial lifecycle
Key takeaways from Investor Day and an updated valuation
Dec 2, 2025
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Meta's TPU Shift, Autodesk’s Beat & Straumann's New Targets
Portfolio News #16
Nov 28, 2025
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