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Adobe Executes, Gemini Gains Share & Ashtead Accelerates
Portfolio News #18
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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
6
9
INVISIO AB: Anatomy of a Niche Champion's Moat
Oct 7
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29
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Evolution AB: Challenges, Regulations, and Market Dynamics
Dec 14, 2023
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Pool Corp Valuation: The Bottom is In, but is the Price Right?
Pool Corp Valuation Update
Dec 9
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Zuck Cuts Costs, AMD’s Supercycle & Greggs Upside
Portfolio News #17
Dec 6
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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
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Meta's TPU Shift, Autodesk’s Beat & Straumann's New Targets
Portfolio News #16
Nov 28
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AMD Valuation Update: Modeling the $1 Trillion Opportunity
Analyzing the new long-term targets and updating our valuation model
Nov 25
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5:22
Nvidia’s Earnings Paradox & A $1 Billion Bet Against AI
Portfolio News #15
Nov 21
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