Something new is coming

Something new is coming

18 hrs ago

2

Antin IP 1H 2026 Review

From a bargain to value trap?

Oct 1

6

2

September 2026

Booking Holdings

Investment Thesis

Sep 9

8

2

2

August 2026

🔓LVMH 1H 2026 Results

Should I stay or should I go?

Aug 3

11

2

1

July 2026

Moody's 2Q 2026

Another excellent quarter

Jul 28

3

🔓Rollins - 2Q Results Present an Opportunity?

Stocks falls by 10% and we start investing in the company

Jul 25

1

1

6. Lindt & Sprüngli

The most expensive chocolates in supermarkets

Jul 22

4

1

WOSG: Annual Update 2026

After 100%+ returns, is the juice still worth the squeeze?

Jul 20

5

1

5. Corporación America Airports

Analyzing airports all around the globe

Jul 9

1

4. Rentokil Part II

Reviewing the integration of Terminix and Rentokil

Jul 7

3

June 2026

3. SpaceX

The largest IPO in history

Jun 15

4

1

2. Rentokil

Reviewing Rollins rival, which trades at significant lower multiples

Jun 10

7