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Poised for 2,500% returns like Costco?
Aim for the long-term
Dec 5
•
Kevin
50
4
11
Monthly Portfolio Update (Dec 25)
Up 18% and 90%+
Dec 4
•
Kevin
9
November 2025
A data center liquid cooling play
The biweekly rundown
Nov 29
•
Kevin
29
2
7
A solid quarter, time to buy more of this high ROIC serial acquirer?
Earnings Update S1 2026
Nov 29
•
Kevin
4
2
Towards a multibagger with the twin engines
Deep Dive part 1
Nov 21
•
Kevin
27
1
10
Robot Payment - Addendum to quarterly update
Feedback from IR
Nov 20
•
Kevin
4
A prime example of operational leverage
Earnings Update Robot Payment Q3 2025
Nov 17
•
Kevin
4
2
Measure pricing power in 1 minute with a simple prompt
Your bi-weekly stock and AI rundown
Nov 14
•
Kevin
42
6
13
A banger quarter for CareCloud
Earnings Update CCLD Q3 2025
Nov 7
•
Kevin
10
2
The security roll-up, is it a buy?
Earnings Update IMB Q1 2026
Nov 5
•
Kevin
10
Monthly Portfolio Update
Position sizing is half the game
Nov 3
•
Kevin
13
1
October 2025
Is Fiserv an easy double?
The rundown
Oct 31
•
Kevin
38
2
9
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