Stock Updates

Stablecoins: Trump's Bullish, Should You Be Too?

Potential impacts for Mastercard, Visa and Wise

Jun 26 •

Thesis Tracker - 06/06/2025

29% annualised return per stock, each thesis remains in-tact and no losers.. yet

Jun 9 •

Wise FY25 Results - Stock Analysis

Are these Day 1 vibes?

Jun 6 •

Auto Trader FY25 Results - Stock Analysis

A market leader facing near-term cyclical headwinds

May 30 •

Diploma 1H25 Results - Stock Analysis

A serial acquirer with a long runway to reinvest capital at high-teens returns

May 23 •

Richemont FY25 Results - Stock Analysis

An underappreciated business with Hermes like attributes

May 16 •

Amazon - FY24 Key Takeaways

Stock Update - AMZN FY24 Results

Feb 7 •

Mastercard - FY24 Key Takeaways

Stock Update - FY24 Results

Jan 31 •

Richemont, Diploma and Wise Stock Updates

CFW.SWX, DPLM.LON, WISE.LON

Jan 17 •

As at 21/11/2024

Nov 22, 2024 •

Diploma - FY24 Key Takeaways

Stock Update - FY24 Results

Nov 20, 2024 •

Wise - 1H25 Key Takeaways

Stock Update - 1H25 Results

Nov 7, 2024 •

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