$CSU Q2 2026: No AI Target, No AI Timeline
I Don't Need Them to Win AI
TQI capital (Typical quality investor)
“The best thing a human being can do is to help another human being know more.” Charlie Munger
Live Last read · last published · next check
Latest posts
$NVO: Going against the current
Novo Nordisk raised guidance twice this year. The market still won’t pay for it.
$IT: Gartner 2Q'26 update
The market is no longer thinking that it is a structurally declining business
$LVMH: Will luxury ever turn around?
LVMH’s June quarter and the peer read-across
Google is losing the AI war again?
Google and IBKR Q2FY26 earnings analysis
Netflix: The counterpositioning company
Netflix Q2FY26 earnings analysis
Fundsmith’s Hard Reality
Fundsmith semiannual letter
Why Mohnish Pabrai sold Micron right before it went up 10x
The $2 Billion Mistake That Wasn’t a Mistake
Semiannual portfolio review
TQI capital first official portfolio review
Fairfax Financial: The Ugly Duckling That Became a Compounding Machine
A long look at Prem Watsa’s company, what I admire, and where I disagree