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The Power of Boring: 16 Quality Stocks for the Long Term
Market dominance in unfashionable niches
8 hrs ago
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Quality Stocks
14
2
The SaaSpocalypse: Why Software Is not Dying, It is Just Evolving
Why some SaaS will thrive while others die
Feb 19
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Quality Stocks
20
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Stock of the Week: Adyen - Is Adyen on Sale After the 20% Post-Earnings Drop
A new stock in the GARP universe?
Feb 17
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Quality Stocks
12
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My 12 Top Stock Picks for 2026
Jan 4
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90
12
Buying Zones for 50 Stocks to Update your Watchlist
Jan 28, 2025
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Quality Stocks
51
12
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My 12 Top Stock Picks for 2025
Dec 29, 2024
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Quality Stocks
104
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Top Stocks on My Radar After the Market Sell-Off
Apr 6, 2025
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Quality Stocks
35
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15 Beaten-Down Stocks in 2025 With Improving Fundamentals
Dec 31, 2025
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Quality Stocks
32
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Updated Buying Zones for 50 Stocks
Apr 1, 2025
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26
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The Two Acts of AI: Investing in the Infrastructure Arms Race vs. The End-User Reality
Current winners vs future winners vs market fears
Feb 15
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Quality Stocks
19
2
4
Stock of the Week: Fortinet - Keeping the Lights on in a Dark Market
How the cybersecurity leader is continuing its growth path
Feb 12
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Quality Stocks
8
2
Portfolio Update: Selling 5 Large-Caps to Fuel My Highest Conviction Ideas
Plus, 1 strategic addition in a defensive sector
Feb 10
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Quality Stocks
9
2
The Hidden Monopoly: 82% Gross Margin, 70% Recurring Revenue, 30% ROIC and 25% Growth
Inside a high-margin razor & blade business model in the European healthcare sector
Feb 8
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Quality Stocks
17
5
Microsoft vs. The Market: Why Investors Punished a Double Beat
Why the market is suddenly nervous about Microsoft’s 45% backlog exposure to OpenAI
Feb 5
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Quality Stocks
6
4
Stock of the Week: ASML - Stellar Results, Steeper Price: Does the Math Still Work for Investors?
Record-breaking bookings: is the AI surge enough to justify ASML's valuation?
Feb 3
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Quality Stocks
11
2
Monthly Portfolio Update - Risk Management and a Recent Reduction
How small portfolio adjustments can reduce downside risk
Feb 1
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Quality Stocks
13
3
Adobe Stock Analysis: Too Cheap to Ignore?
Is the market underestimating Adobe’s long-term earnings power?
Jan 29
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Quality Stocks
15
2
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Stock of the Week: Intel - Risky Bet or Turnaround Opportunity?
Can Intel reclaim its leadership after years of missed execution?
Jan 27
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Quality Stocks
7
2
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Quality Stocks
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