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PGR: Progressive (8)
Q1 2026 Update
May 9
3
CSU: Constellation Software (5)
Intro This post will be a CSU related one, we will discuss the Q1 2026 results of Topicus and Lumine, both spin-offs from the CSU family.
May 8
18
3
Study: Price Matters (Home Depot)
Home Depot in 1999
May 6
6
2
MA: Mastercard (2)
Preface
May 5
7
AMZN: Amazon (4)
Preface: We have a small holding in AMZN and this post gives a short Q1 2026 update.
May 3
2
April 2026
History: 1000x Returns on Toys
Founding Story
Apr 24
4
CPRT: Copart (9)
Preface
Apr 21
20
10
1
Study: META Options Incentives
Deep Out-of-Money
Apr 19
5
History: Tetra Pak
Intro Did you know that the brand Tetra Pak comes from “Tetrahedron Packaging”?
Apr 18
8
1
History: Intel
The Traitorous Eight
Apr 12
6
History: Marlboro
A Family Business
Apr 11
6
March 2026
History: Creative Technology
Old Enough to Know
Mar 29
3
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