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Zoetis (ZTS)
Similarities and differences between the animal and human health industry, generic competition and mid-long term outlook
Mar 27
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Zoetis (ZTS)
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February 2024
Canadian Pacific Kansas City (CP) & Canadian National Railway (CNR)
Canadian vs US rails, ESG tailwinds and autonomous truck fears
Feb 26
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Canadian Pacific Kansas City (CP) & Canadian National Railway (CNR)
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January 2024
Some thoughts on the new addition to my portfolio (2024)
I had been following this company closely for years and I have finally added it to my portfolio for the first time. It is already one of my top ten…
Jan 15
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Some thoughts on the new addition to my portfolio (2024)
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2023 Annual Letter
2023 recap and updated portfolio to face 2024
Jan 5
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2023 Annual Letter
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December 2023
The Estée Lauder Companies (EL)
The eternal rivalry with L'Oréal and the last great crisis of the Lauder family
Dec 21, 2023
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November 2023
Perimeter Solutions (PRM)
Digging into the management's compensation system and the emergence of a new competitor
Nov 20, 2023
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October 2023
KONE (KNEBV)
Unit economics of the elevator maintenance business, problems in China and main differences with Otis
Oct 23, 2023
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Portfolio Update - Q3 2023
Main portfolio changes
Oct 4, 2023
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Portfolio Update - Q3 2023
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September 2023
Some Resilient European Businesses I Like. Part 2: Chocoladefabriken Lindt & Sprüngli (LISN)
Past, present and future of the chocolate industry
Sep 17, 2023
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Some Resilient European Businesses I Like. Part 2: Chocoladefabriken Lindt & Sprüngli (LISN)
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August 2023
IDEXX Laboratories (IDXX)
Some thougths about the pet industry and the competitive strengths of IDXX and Zoetis
Aug 23, 2023
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July 2023
Keywords Studios (KWS)
Opportunities and risks for video game development outsourcing companies
Jul 18, 2023
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Keywords Studios (KWS)
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Portfolio Update - Q2 2023
Main portfolio changes
Jul 1, 2023
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Portfolio Update - Q2 2023
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