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Three businesses that have never appeared in this newsletter, in three unrelated industries. One swung from a loss to $55 million of net income and fell anyway.
A German software company compounding revenue at nearly 60% with operating margins most SaaS businesses never reach, paying a dividend above 5%, trading at around ten times earnings.
Twelve positions, one new since the last update, and an equity sleeve that has produced exactly as much gain as loss. Here is the full breakdown.
Three companies reported within 24 hours of each other. One raised full-year revenue guidance for the third time in 2026. One jumped 48% on a single print.
Two consumption-based platforms, both accelerating on AI workloads, both growing revenue in the low thirties. One converts 29% of revenue into free cash flow. The other converts 12% into operating pro
It beat on revenue, beat adjusted EPS by 21%, raised full-year margin and earnings guidance, and fell 8% anyway. The market is pricing an AI disruption story that the retention data contradicts.
Two mechanical and electrical contractors both reported record quarters within a week. One grew 50% and trades near 38x earnings. One grew 20% and trades near 24x. The cheaper one is the more diversif
Three companies reported in the last week. One beat on earnings, missed on revenue for timing reasons, and fell 12%. One hit a record backlog and raised guidance twice.
1,200 financial institutions run on this platform. The cloud migration is finished and the margin expansion has started. Adjusted EBITDA up 37%. The stock is down 39% over twelve months.
One of the best-executing businesses in America is building the physical guts of the AI data center boom. The numbers are extraordinary. The price already knows.
