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Results: Brookfield 1q26
Call summaries for BN, BAM, BIP, BBU, and BEP
May 22
4
5
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
•
Building Arks
3
3
Results: Microsoft 3q26
Is paid Copilot taking off? Distribution advantages in action.
May 13
2
1
Results: Howard Hughes Holdings 1q26
Master plan playing out!
May 12
5
3
Results: IRSA 3q26
Building momentum
May 11
5
2
Results: Uber 1q26
Continued rapid growth and strategic progress.
May 10
2
2
Results: Cheniere 1q26
Strong execution, excellent buyback discipline
May 9
1
Review: Can Microsoft Compete? Part II
The next two layers: LLMs and Agents.
May 8
2
1
5
April roundup
What I bought, sold, wrote, and read this month
May 4
6
6
1
April 2026
Review: Can Microsoft Compete? Part I
Intro, layers, silicon, infrastructure, and ROI/FCF
Apr 30
5
3
11
Review: Millrose Properties
Caveat emptor.
Apr 21
12
13
9
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