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Hidden Earnings power about to be unleashed
Tiny, quality, our favorite
Jan 8
•
Kevin
7
6
Up 71%, End of year Portfolio Update (Jan 26)
A fantastic year
Jan 2
•
Kevin
8
3
1
December 2025
A 4-step AI enhanced stock analysis process
2025 process review
Dec 19, 2025
•
Kevin
38
4
13
Pro Q3 2025 Update
A great quarter
Dec 14, 2025
•
Kevin
GPT5.2 for stock analysis is here…
And the descent into cybersecurity
Dec 12, 2025
•
Kevin
53
4
12
Poised for 2,500% returns like Costco?
Aim for the long-term
Dec 5, 2025
•
Kevin
57
6
11
Monthly Portfolio Update (Dec 25)
Up 18% and 90%+
Dec 4, 2025
•
Kevin
9
November 2025
A data center liquid cooling play
The biweekly rundown
Nov 29, 2025
•
Kevin
30
2
7
A solid quarter, time to buy more of this high ROIC serial acquirer?
Earnings Update S1 2026
Nov 29, 2025
•
Kevin
4
2
Towards a multibagger with the twin engines
Deep Dive part 1
Nov 21, 2025
•
Kevin
27
2
10
Robot Payment - Addendum to quarterly update
Feedback from IR
Nov 20, 2025
•
Kevin
4
A prime example of operational leverage
Earnings Update Robot Payment Q3 2025
Nov 17, 2025
•
Kevin
4
2
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