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Deep Dives on Listed Companies

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Testing the "SaaSmageddon" Thesis Against the World’s Largest Software Company

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2025 Portfolio Update

The Fund's Top 10 Holdings and Why It Owns Them

Trust the Process

The Sam Hinkie Story and Berkshire's 1970s Washington Post Investment

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Business Model Breakdown of the #1 Western and Work Wear Retailer in the U.S.

Market Drawdowns and Mean-Reversion

Reflections on the Return of Volatility Since 2020

How the European Commission Is Making Google a Worse Product (Again)

Missing Google Maps or Flights in Search? Blame the EC's Digital Markets Act

Google found guilty of illegal exclusive dealing

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