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Pro Q3 2025 Update
A great quarter
13 hrs ago • Kevin
GPT5.2 for stock analysis is here…
And the descent into cybersecurity
Dec 12 • Kevin
Poised for 2,500% returns like Costco?
Aim for the long-term
Dec 5 • Kevin
Monthly Portfolio Update (Dec 25)
Up 18% and 90%+
Dec 4 • Kevin

November 2025

A data center liquid cooling play
The biweekly rundown
Nov 29 • Kevin
A solid quarter, time to buy more of this high ROIC serial acquirer?
Earnings Update S1 2026
Nov 29 • Kevin
Towards a multibagger with the twin engines
Deep Dive part 1
Nov 21 • Kevin
Robot Payment - Addendum to quarterly update
Feedback from IR
Nov 20 • Kevin
A prime example of operational leverage
Earnings Update Robot Payment Q3 2025
Nov 17 • Kevin
Measure pricing power in 1 minute with a simple prompt
Your bi-weekly stock and AI rundown
Nov 14 • Kevin
A banger quarter for CareCloud
Earnings Update CCLD Q3 2025
Nov 7 • Kevin
The security roll-up, is it a buy?
Earnings Update IMB Q1 2026
Nov 5 • Kevin
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