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Glenn
May 15, 2022
22 min read
Fellowship Entertainment: Playing for the Long Game
Glenn
May 1, 2022
22 min read
Qualcomm: Long Term Value from Wireless Leadership
Glenn
Apr 23, 2022
18 min read
Tencent Music Entertainment: China's largest music streaming company.
Glenn
Apr 3, 2022
25 min read
Disney: The happiest stock in your portfolio?
Glenn
Mar 19, 2022
18 min read
Qifu Technology: Lending Efficiency at Scale
Glenn
Mar 12, 2022
17 min read
Logitech: Consistent Returns from a Capital-Light Model
Glenn
Mar 5, 2022
20 min read
Zoom: More Than Just Meetings
Glenn
Feb 20, 2022
19 min read
StoneCo: Harnessing Brazil's Potential in Digital Payments
Glenn
Feb 12, 2022
17 min read
Crocs: The best margins in the sector.
Glenn
Feb 5, 2022
19 min read
Upstart: Riding the AI wave
Glenn
Jan 29, 2022
19 min read
Philips: Building a Digital Health Ecosystem
Glenn
Jan 15, 2022
19 min read
Coinbase: An alternative way to invest in cryptocurrencies.
Glenn
Jan 8, 2022
21 min read
Alibaba: Cloud, Commerce, and the Power of Scale
Glenn
Dec 18, 2021
20 min read
Pirelli: Driving Premium Performance
Glenn
Nov 20, 2021
18 min read
Royalty Pharma: An alternative way to invest in pharma.
Glenn
Nov 14, 2021
20 min read
McDonald's: Is a real estate company and not a food company.
Glenn
Nov 6, 2021
23 min read
Starbucks: Monetizing Brand, Scale, and Habit
Glenn
Oct 30, 2021
18 min read
First Solar: A different solar panel company.
Glenn
Oct 23, 2021
20 min read
Aena: A High-Flying Investment Opportunity
Glenn
Oct 16, 2021
19 min read
Bristol Myers Squibb: Is it an undervalued pharmaceutical stock?
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