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Reviewing Lenovo (HKG:0992)
Steady Progress Beyond PCs
Nov 9, 2025
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Coffee Can Investor
Harley-Davidson (NYSE:HOG) Q3 Review
Between Legacy Trouble and Financial Engineering
Nov 6, 2025
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Coffee Can Investor
Summary Analysis: Alibaba (HKG:9988 / NYSE:BABA)
Reviewing an old holding
Nov 1, 2025
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Coffee Can Investor
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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
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
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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
3
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
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, 2025
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Coffee Can Investor
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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
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