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Summary Analysis: Alibaba (HKG:9988 / NYSE:BABA)
Reviewing an old holding
Nov 1
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Coffee Can Investor
2
Novo Nordisk: A Scandinavian Giant Balancing Growth, Innovation, and Maturity
Few companies have managed to blend innovation, consistency, and scale as effectively as Novo Nordisk. Founded over a century ago, this Danish…
Oct 25
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Coffee Can Investor
Earnings Update: Facilities by ADF – H1 FY25
Margins Under Pressure, Strategy Intact
Oct 1
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Coffee Can Investor
1
Crocs: A Chequered Journey, A Cheap Backstop
Crocs, Inc.
Sep 20
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Coffee Can Investor
3
2
The Trade Desk: A Potential Opportunity
I’m writing about The Trade Desk (NASDAQ: TTD), which might present an interesting opportunity.
Aug 26
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Coffee Can Investor
3
Summary Analysis: Facilities by ADF (LON:ADF)
A Call Option on the UK’s Film Production Revival
Jul 5
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Coffee Can Investor
Tariff Special: Harley Davidson (NYSE:HOG)
Tariffs, Buybacks, and a Potential Value Play
Apr 5
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Coffee Can Investor
The Story of the Stock Markets This Week—Told in Three Tales
From Datadog's pricing squeeze to AppLovin's rocket ride and Trade Desk's brutal reality check
Feb 15
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Coffee Can Investor
1
2
From Spreadsheets to Dataframes: Fixing Portfolio Analysis
My journey from clunky Google Sheets to pandas-powered clarity in managing CCP's underperformance
Dec 14, 2024
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Coffee Can Investor
Summary Analysis: Whirlpool (NYSE:WHR)
A struggling turnaround story
Jun 15, 2024
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Coffee Can Investor
Summary Analysis: Agnico Eagle Mines (TSE:AEM)
A well run gold miner
May 25, 2024
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Coffee Can Investor
Happy 2xDay FTSE Global All Cap Index Fund!
The first doubling since inception
Mar 10, 2024
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Coffee Can Investor
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