Archive

Browse the complete archive of 124 posts.

October 2025

Qualcomm’s AI Gamble: From Smartphones to Server Racks
Technology

October 2025

Deckers’ Q3: Tariff Jitters Create a Buying Window Amid Hoka’s Strong Moat
Consumer

October 2025

Europe’s Bake-Off Market Cools on Price, Heats Up on Competition
Consumer

October 2025

Intel's Q3: A Fragile Comeback Gains Momentum
Quick Takes

October 2025

SGS Q3 Results Show Steady Growth as CEO Géraldine Picaud Delivers on Promises
Quick Takes

October 2025

Lam’s September Quarter: Record Margins, AI Tailwinds—and a China Comedown in 2026
Technology

October 2025

The 5 Top Quality Investors You’ve (Probably) Never Heard Of
Quality Leaders

October 2025

Why Quality Is Underperforming - And What Will Turn The Tide
Quality Leaders

October 2025

What’s Going On at Novo Nordisk’s Board?
Quick Takes

October 2025

EPAM Bets on Itself With a $1 Billion Buyback—Its Entire Cash Pile
Conviction Ideas

October 2025

Excess Cash: Why a Dollar on the Balance Sheet Isn’t Always Worth a Dollar
Investor Academy

October 2025

How to Measure Corporate Culture
Investor Academy

Showing 12 of 124 total posts