Netflix: Evolution
"Bold, Disruptive Innovation"
Monster: A Beast Unleashed
Celsius: The Rise Of A Billion Dollar Brand
Q1 2024 Portfolio Update
Fever-Tree: A Broader Opportunity
DG: The Road To Recovery
TSOH Note
Portfolio Change - 03/12/2024
TKO: "A Transformative Deal"
Portillo's: "A Growth Story"
Markel: "Below Our Expectations"
Valuation and Long-Term Investing
Airbnb: "A New Chapter"
Disney: The ESPN Solution
Meta: A Pivotal Year
Match: Temperature's Rising
Microsoft: "Lead This New Era"
"Time Is Of The Essence"
Netflix: Reaping The Rewards
Ally: From Headwinds To Tailwinds
Letting Winners Run
Hibbett: Small Town Sneakers
Q4 2023 Portfolio Update
Nike: Falling Short