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Research and Analysis

Stock deep dives, industry analysis and detailed insights

My Key Convictions for 2026

The principles guiding my decisions and focus in 2026

Dec 23, 2025 • Quality Stocks

What the 2025 Game Awards Reveal About the State of the Video Game Industry

David vs. Goliath in game development: when agility and creativity beat scale

Dec 15, 2025 • Quality Stocks

Information Services Stocks Are Falling: An Opportunity Amid the Chaos?

Understanding the drivers behind the downturn and the signals that could mark a rebound

Nov 13, 2025 • Quality Stocks

3 Sectors to Watch for the Next Market Cycle

Identifying where capital will flow as market leadership shifts

Oct 23, 2025 • Quality Stocks

This Metric Will Decide AI’s Fate: Bubble or Revolution?

A closer look at the signal investors and companies will focus on

Sep 11, 2025 • Quality Stocks

The Story Behind the Decline of Cognac

When prestige met reality in the world of brandy

Sep 6, 2025 • Quality Stocks

Summer Essentials: Must-Reads That Still Matter - Part 6

The Ultimate Guide to Finding Early-Stage Companies

Sep 4, 2025 • Quality Stocks

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