Sitemap - 2026 - Building Arks

Results: Millrose 2q26

Results: Microsoft 4q26 (calendar 2q26)

Review: Helios Fairfax Partners - Africa at a discount

Results: Brookfield 1q26

Results: Millrose 1q26

Review: Can Microsoft Compete? Part III

Results: Microsoft 3q26

Results: Howard Hughes Holdings 1q26

Results: IRSA 3q26

Results: Uber 1q26

Results: Cheniere 1q26

Review: Can Microsoft Compete? Part II

Review: Can Microsoft Compete? Part I

Review: Millrose Properties

Thesis update - Uber: is Uber Freight a winner?

Update - Brookfield 4q call summaries

Review: Howard Hughes Holdings - Ackman's Berkshire?

Update: Brookfield investor day summaries

Review: Uber in 20 years

First look: Vail Resorts.

Review: Cheniere Energy - LNG export major

February roundup

Review: Brookfield

Review: IRSA - cheap Argentine property

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