Here is some recent coverage of companies I own or am currently investigating
- Facebook Lenses (stratechery) and putting new guidance into perspective (Science of Hitting)
- The Charter Communications layup is irresistible (Andrew Walker)
- The case for Disney (Arevilo Capital)
- PSD Financier presents an update to his investment thesis for CRH Medical
- The Resilience of Costco (Mine Safety Disclosure)
EigenValuator 