# 1h (blogs) — RSS Amplifier Recent posts from the 4 feeds in the RSS Amplifier directory that cover 1h. Page: Feed: --- ## [Q2 & 1H 2026 - Undisclosed](https://thecompoundingtortoise.substack.com/p/q2-and-1h-2026-undisclosed-572) _2026-08-20 · The Compounding Tortoise · The Compounding Tortoise_ Strong organic EBITA growth supported by top-line, and increased resilience through repair, maintenance, and aftermarket services ## [The Nuances of Revenue Timing](https://theserialedge.substack.com/p/the-nuances-of-revenue-timing) _2026-08-18 · The Compounding Tortoise · The Serial Edge_ Thoughts on why quarterly headline numbers drive more volatility ## [The Nuances of Revenue Timing](https://thecompoundingtortoise.substack.com/p/the-nuances-of-revenue-timing) _2026-08-18 · The Compounding Tortoise · The Compounding Tortoise_ Thoughts on why quarterly headline numbers drive more volatility ## [A New Pitch and New Buy](https://thecompoundingtortoise.substack.com/p/a-new-pitch-and-new-buy) _2026-08-17 · The Compounding Tortoise · The Compounding Tortoise_ Establishing a small position; \<300 million EUR market cap, high-teens percent growth, net cash, and trading at 10x FY28 NOPAT (EV-based) ## [Q2/1H 2026 - Constellation Software](https://theserialedge.substack.com/p/q21h-2026-constellation-software) _2026-08-12 · The Compounding Tortoise · The Serial Edge_ Margin pressure due to incoming acquisitions and timing, 3.5% organic maintenance revenue growth ex. Altera ## [1H 2026 - Lotus Bakeries](https://thecompoundingtortoise.substack.com/p/1h-2026-lotus-bakeries) _2026-08-07 · The Compounding Tortoise · The Compounding Tortoise_ Exceptional growth with 23% EBITA growth, despite FX headwinds ## [Q2 2026 - Topicus.com](https://theserialedge.substack.com/p/q2-2026-topicuscom) _2026-08-06 · The Compounding Tortoise · The Serial Edge_ Small M&A still sluggish, and lowest IRR within the CSI family ## [Q2 2026 - Undisclosed - Full Analysis](https://thecompoundingtortoise.substack.com/p/q2-2026-harvia-full-analysis) _2026-08-06 · The Compounding Tortoise · The Compounding Tortoise_ \>70% growth on a two-year stack in North America, fwd. annualized returns still above 18% ## [Q2 & 1H 2026 - Lumine](https://theserialedge.substack.com/p/q2-and-1h-2026-lumine) _2026-08-05 · The Compounding Tortoise · The Serial Edge_ The expected EBITA rebound in Q2 - record capital deployment should drive close to 30% EBITA growth in FY27 ## [Q2 2026 - Linde](https://thecompoundingtortoise.substack.com/p/q2-2026-linde) _2026-08-03 · The Compounding Tortoise · The Compounding Tortoise_ Margin progression's stalled, including and excluding US home care challenges ## [Make any domain metal (Sponsored)](https://crawlproof.com/a/exuZzbfI0TQS) _2026-08-03 · **Sponsored**_ Turn any domain into a blacked-out metal landing page with an email waitlist ## [Q2 2026 - O'Reilly Automotive](https://thecompoundingtortoise.substack.com/p/q2-2026-oreilly-automotive) _2026-08-02 · The Compounding Tortoise · The Compounding Tortoise_ Massive buybacks of 1.5 billion USD in Q2 - modest guidance raise was in the cards ## [Some Small Portfolio Tweaking](https://theserialedge.substack.com/p/some-small-portfolio-tweaking) _2026-07-31 · The Compounding Tortoise · The Serial Edge_ Selling out of a smaller-sized position we trimmed well; buying more of a promising serial acquirer ## [Q3 2026 - Diploma PLC](https://theserialedge.substack.com/p/q3-2026-diploma-plc) _2026-07-19 · The Compounding Tortoise · The Serial Edge_ Another quarterly update, another raise in the full-year guide ## [Reasons why I love Claude 💅](https://thisfieldwas.green/blog/2026/07/14/reasons-why-i-love-claude/) _2026-07-15 · Logan McGrath · This Field Was Green_ Estimated reading time: 7m 12s A few years ago I wrote Reasons why my website is offline , in which I put on my tinfoil hat and pulled my whole website into the closet rather than let Copilot anywhere near my code. I was a principled curmudgeon about AI, and honestly? I stand by past me. He had reasons. ## [Q2 & 1H 2026 - Lifco](https://theserialedge.substack.com/p/q2-and-1h-2026-lifco) _2026-07-14 · The Compounding Tortoise · The Serial Edge_ 9-ish percent organic EBITA growth in Q2 2026, after -6% in Q2 last year ## [Snippets from Our 1H 2026 Letter](https://theserialedge.substack.com/p/snippets-from-our-1h-2026-letter) _2026-07-07 · The Compounding Tortoise · The Serial Edge_ The pieces on our serial acquirers ## [Trimming One Position, Buying More of Two Serial Acquirers](https://theserialedge.substack.com/p/trimming-one-position-buying-more) _2026-07-02 · The Compounding Tortoise · The Serial Edge_ Some prudent portfolio management as we see accelerating fundamental momentum ## [Are We Buying More of This Serial Acquirer?](https://theserialedge.substack.com/p/are-we-buying-more-of-this-serial) _2026-07-02 · The Compounding Tortoise · The Serial Edge_ Implied CAGR ranging from 16-26% over the next five years ## [Automated QSAR — how good is it in practice?](https://www.bjonnh.net/publication/2026_qsar/) _2026-01-16 · Bjonnh.net_ Over the past two decades, quantitative structure–activity relationship (QSAR) modeling has evolved substantially, driven by improved data accessibility, open-source descriptor generation, mature machine learning libraries, and scalable cloud computing. Large-scale benchmarking studies using public datasets have demonstrated the feasibility of building predictive models across hundreds of… ## [Modifying a mixer's USB routing](https://www.bjonnh.net/article/20250322_1625_modifying_a_mixer_usb_routing/) _2025-03-22 · Bjonnh.net_ ## [ThreatCrush on GitHub (Sponsored)](https://crawlproof.com/a/BgqV1zH1uZFV) _2025-03-22 · **Sponsored**_ View the ThreatCrush listing on the GitHub Marketplace. ## [MIDI Breath controller](https://www.bjonnh.net/project/breath_controller/) _2024-12-15 · Bjonnh.net_ I made a tiny device that uses pressure from my mouth to control MIDI. ## [Quick Jupyter Notebook Launcher for KDE](https://www.bjonnh.net/article/20241117_jupyter_notebooks_kde/) _2024-11-17 · Bjonnh.net_ A simple right-click menu option to launch containerized Jupyter notebooks in any directory. ## [Natural Products with Potential for the Treatment of Pain: Global Evidence from the NAPRALERT Database](https://www.bjonnh.net/publication/2024_pain/) _2024-11-15 · Bjonnh.net_ Natural products (NPs) continue to inform the discovery and development of a diversity of drugs, both marketed and investigational. Pain, one of the most common of human experiences and profound challenges in medicine and biology, has emerged at the core of an urgent societal problem, in the United States and globally. The present study employs a retrospective analysis of an extensive set of… ## [Medicinal Plant Microbiomes: Factors Affecting Bacterial and Fungal Community Composition](https://www.bjonnh.net/publication/2024_microbiome/) _2024-10-24 · Bjonnh.net_ This exploratory study was designed to identify factors implicating microbial influence on medicinal plant metabolomes. Utilizing a whole-microbiome approach, amplicon sequencing was used to identify the makeup of fungal and bacterial assemblages from endophytic (interior) and epiphytic (external) environments in two different sets of congeneric host-plant pairs, with collection of multiple…