Archive - Building Arks

Results: Millrose 2q26

Steady as she goes, but no answers to key questions.

Aug 9

Results: Microsoft 4q26 (calendar 2q26)

Excellent results, confirming major thesis points.

Aug 1

July 2026

What I bought, sold, wrote, and read this month

Jul 1

June 2026

Review: Helios Fairfax Partners - Africa at a discount

Diversified exposure to private African equities with a free option on the asset manager.

Jun 24

What I bought, sold, wrote, and read this month

Jun 4

May 2026

Results: Brookfield 1q26

Call summaries for BN, BAM, BIP, BBU, and BEP

May 22

Results: Millrose 1q26

No sign of trouble (yet).

May 18

Review: Can Microsoft Compete? Part III

Distribution, combining layers, and conclusion (which is: yes).

May 16 • Building Arks

Results: Microsoft 3q26

Is paid Copilot taking off? Distribution advantages in action.

May 13

Results: Howard Hughes Holdings 1q26

Master plan playing out!

May 12

Results: IRSA 3q26

Building momentum

May 11

Results: Uber 1q26

Continued rapid growth and strategic progress.

May 10

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