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June roundup
What I bought, sold, wrote, and read this month
Jul 1
5
4
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
20
13
6
May roundup
What I bought, sold, wrote, and read this month
Jun 4
10
10
1
May 2026
Results: Brookfield 1q26
Call summaries for BN, BAM, BIP, BBU, and BEP
May 22
5
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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•
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Building Arks
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
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
3
1
5
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