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Portfolio Update
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
8
The Bear Case for S&P Global (SPGI)
CapIQ vs DIY Build with AI
Feb 13
22
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
Portfolio Update: May 19, 2025
Portfolio updated through the close of Friday, May 16, 2025.
May 19, 2025
2
1
Portfolio Update: May 12, 2025
Portfolio status and position updates as of the close May 9, 2025.
May 12, 2025
1
2
Portfolio Update - May 5, 2025
Portfolio update as of the close on Friday, May 2, 2025.
May 5, 2025
3
2
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