We've officially entered the first earnings season of 2026. Last week saw a number of quality growth companies report their earnings (including Visa and Mastercard), and this coming week will see many more (including Fortinet). Here's a breakdown of the earnings results for the companies in
Welcome to this week's update. I hope you've been enjoying the stock screen tool I launched last week. In my view, the ideal company to invest in is one that sits at the intersection of high growth and predictable growth (see below). So with that in
Hello. Here's the December update of the Global Compounders Database. You can find the download link on the Exclusive Content tab. Let's take a look at three observations covering what's new and what stands out. 1. Waste Connections is one of the most linear
I recently ran a screen across publicly listed software companies in the Nordics to identify businesses with durable economics and attractive long-term growth characteristics. From the initial universe, a subset of companies passed a first-stage filter focused on are they in the Nordics and are they selling software.