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The Optionality of Being Opportunistic
What I saw in Accenture after the market changed its mind
Aug 16
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Coffee Can Investor
7
CROX: Taking Profits on a Satisfying Win
The Boring Thesis That Returned 6x
Jun 2
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Coffee Can Investor
5
Ryanair: Europe's Most Despised Compounder
Ryanair isn't trying to win friends. It's winning market share - and that's exactly the point.
May 31
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Coffee Can Investor
10
1
Reviewing Lenovo (HKG:0992)
Steady Progress Beyond PCs
Nov 9, 2025
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Coffee Can Investor
1
Harley-Davidson (NYSE:HOG) Q3 Review
Between Legacy Trouble and Financial Engineering
Nov 6, 2025
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Coffee Can Investor
1
Summary Analysis: Alibaba (HKG:9988 / NYSE:BABA)
Reviewing an old holding
Nov 1, 2025
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Coffee Can Investor
3
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, 2025
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Coffee Can Investor
1
Earnings Update: Facilities by ADF – H1 FY25
Margins Under Pressure, Strategy Intact
Oct 1, 2025
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Coffee Can Investor
1
Crocs: A Chequered Journey, A Cheap Backstop
Crocs, Inc.
Sep 20, 2025
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Coffee Can Investor
3
1
The Trade Desk: A Potential Opportunity
I’m writing about The Trade Desk (NASDAQ: TTD), which might present an interesting opportunity.
Aug 26, 2025
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Coffee Can Investor
4
Summary Analysis: Facilities by ADF (LON:ADF)
A Call Option on the UK’s Film Production Revival
Jul 5, 2025
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Coffee Can Investor
1
Tariff Special: Harley Davidson (NYSE:HOG)
Tariffs, Buybacks, and a Potential Value Play
Apr 5, 2025
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Coffee Can Investor
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