Subscribe
Sign in
Home
Start Here
Recommendations
About
Portfolio Update
Latest
Top
Discussions
Two Spin-Offs, and Which Ones I kept
S&P Global's Mobility and Honeywell splits closed this month. Which ones I'm holding, buying, and selling.
Jul 10
14
6
Intuit: A Tale of Two Companies
TurboTax Live grew 36%. DIY unit share fell. Mailchimp is being run for cash. Mid Market Grew ~40%
Jun 5
10
8
Microsoft: Bull vs Bear
TCI and Egerton see the AI race slipping away. Ackman sees a mispriced fortress. I lay out both sides and where I sit.
May 29
10
10
Tokenized Stocks Are Coming. ICE Wants the Toll Booth.
The exchange operator is positioning to capture fees, clearing, and data in the next market upgrade.
Apr 2
9
4
The $0.99 “White Flag”: Why VantageScore’s Price Collapse Strengthens FICO
Portfolio Update for Fair Isaac (FICO)
Mar 14
13
10
The Complete AI Guide to Intuit: Where the Disruption Hits First (and Where Intuit Fights Back)
Credit Karma, Mailchimp, TurboTax, and QuickBooks under the microscope.
Mar 2
14
9
The Bear Case for S&P Global (SPGI)
CapIQ vs DIY Build with AI
Feb 13
25
10
The SaaS Hierarchy: Why Some Software Is Irreplaceable (And Some Isn't)
A framework for categorizing SaaS companies by defensibility & survivability
Feb 7
16
8
Why FICO's "Direct License" Move Is More Than a Price Cut—It's a Power Grab
How FICO's new pricing model reshapes mortgage lending, strengthens its moat against VantageScore, and makes it even more essential.
Oct 17, 2025
21
14
Portfolio Update: July 28, 2025
A position update and 3 buy up to price changes
Jul 28, 2025
Portfolio Update: June 2, 2025
Portfolio update through the close of Friday, May 30, 2025.
Jun 2, 2025
1
1
Portfolio Update: May 27, 2025
Portfolio status update
May 27, 2025
2
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
