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Results: Millrose 2q26
Steady as she goes, but no answers to key questions.
Aug 9
4
2
1
Results: Microsoft 4q26 (calendar 2q26)
Excellent results, confirming major thesis points.
Aug 1
3
2
5
June roundup
What I bought, sold, wrote, and read this month
Jul 1
7
4
1
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Review: Brookfield
Feb 25
•
Building Arks
25
3
11
Review: Helios Fairfax Partners - Africa at a discount
Jun 24
22
13
8
Review: Howard Hughes Holdings - Ackman's Berkshire?
Apr 1
13
10
29
Review: Millrose Properties
Apr 21
13
13
9
May roundup
Jun 4
11
10
1
Review: Uber in 20 years
Mar 17
10
2
16
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Review: Helios Fairfax Partners - Africa at a discount
Diversified exposure to private African equities with a free option on the asset manager.
Jun 24
22
13
8
May roundup
What I bought, sold, wrote, and read this month
Jun 4
11
10
1
Results: Brookfield 1q26
Call summaries for BN, BAM, BIP, BBU, and BEP
May 22
6
6
Results: Millrose 1q26
No sign of trouble (yet).
May 18
4
4
4
Review: Can Microsoft Compete? Part III
Distribution, combining layers, and conclusion (which is: yes).
May 16
•
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5
2
4
Results: Microsoft 3q26
Is paid Copilot taking off? Distribution advantages in action.
May 13
3
1
Results: Howard Hughes Holdings 1q26
Master plan playing out!
May 12
5
5
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