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Stock of the Week: Novo Nordisk - A Possible Inflection Point, Powered by Oral Therapies
After months of negative headlines, progress on oral treatments begins to shift the narrative
Jan 15
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Quality Stocks
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Portfolio Update: 5 New Positions, 5 Conviction-Driven Investment Theses
A closer look at our latest high-conviction allocations
Jan 13
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How I Analyze Stocks: The Quality Stocks Investment Framework Explained
How to assess quality, set return expectations and manage execution with a structured investment process
Jan 11
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Most Popular
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My 12 Top Stock Picks for 2026
Jan 4
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Buying Zones for 50 Stocks to Update your Watchlist
Jan 28, 2025
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My 12 Top Stock Picks for 2025
Dec 29, 2024
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Top Stocks on My Radar After the Market Sell-Off
Apr 6, 2025
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15 Beaten-Down Stocks in 2025 With Improving Fundamentals
Dec 31, 2025
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Updated Buying Zones for 50 Stocks
Apr 1, 2025
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Nemetschek Stock Analysis: The Quiet European Software Compounder
Why Nemetschek stock stands out among European software companies
Jan 8
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Stock of the Week: Micron - Riding the Memory Cycle
Strong pricing, improving margins and AI-led demand tailwinds
Jan 6
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My 12 Top Stock Picks for 2026
Stocks selected for both fundamental strength and price momentum
Jan 4
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Monthly Portfolio Update - Year-End Overview
A year defined by market resilience and uneven outcomes
Jan 2
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15 Beaten-Down Stocks in 2025 With Improving Fundamentals
Why weak stock performance may be masking improving underlying business trends
Dec 31, 2025
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Quality Stocks in 2026: A Clearer Investment Framework and a More Structured Editorial Line
A clearer process and what changes going forward for Quality Stocks
Dec 29, 2025
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Performance Review: What My 12 Top Stock Picks Returned in 2025
Performance metrics, benchmarks and insights
Dec 26, 2025
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My Key Convictions for 2026
The principles guiding my decisions and focus in 2026
Dec 23, 2025
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Stock of the Week: Oracle - a Canary in the Coal Mine
Is oracle sounding the alarm for the tech sector?
Dec 18, 2025
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