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Research Reports

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Steady Compounding

Research Reports

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Steady Compounding

Tag: SCIS

ServiceNow Deep Dive, Part 2: AI, Financials, and What I’m Doing

ServiceNow Deep Dive, Part 1: Understanding the Business

Lululemon: Full Price or Bust (Q4 FY2025 Update)

Sea Limited Q4 2025 – Closing the Books on 2025

Trade Desk Q4 2025: The Excuses Doesn’t Quite Add Up

Where I’m Deploying Capital Right Now

February 27, 2026

Buy MELI, I Am

February 26, 2026

Booking Holdings: Why the AI Bear Case Has It Backwards

February 24, 2026

Portfolio Update: Exiting Tesla

February 20, 2026

Paycom Q4 2025: Jeff York Returns

February 17, 2026

Alphabet Q4 2025: When AI Becomes the Growth Engine

February 13, 2026

Portfolio Update: Exiting a Position

February 3, 2026

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