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Steady Compounding

Research Reports

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Steady Compounding

Tag: updates

Investing

[8 Sep 2025] Portfolio Update: Lululemon Letdown

September 8, 2025

Investing

Lululemon: From Turnaround to Letdown

September 7, 2025

Investing

Sea Limited Q2 2025: Executing on All Fronts

August 29, 2025

Investing

The Trade Desk’s 40% Tumble: Why I’m Not Panicking

August 15, 2025

Investing

Paycom Q2 2025: Unveils AI Strategy

Investing

[1 Aug 25] Portfolio Update: Adding to Continued Execution, Nibbling on Value

Investing

PayPal Q2 2025: The Turnaround Takes Shape

Investing

[25 Jul 25] Portfolio Update: One Sell, Two Potential Buys

Investing

Alphabet Q2 2025: The AI Transition Takes Shape

Investing

Is Adobe an AI Laggard?

Investing

Netflix: Priced for Perfection?

Investing

Trade Desk: When Great Companies Stub Their Toe

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