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- Indexed issues, last 90 days
- 8
- Latest publication
- Sep 13, 2026
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- Checking…
- Earliest in this view
- Jul 14, 2026
Latest issues
Anthropic's CEO Joined Salesforce's Earnings Call to Kill the 'AI Will Destroy Software' Story (opens the original)
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Salesforce did something unusual on its earnings call: it invited Anthropic CEO Dario Amodei to join. Here's what happened, what 'Claudeforce' actually is, and my take on the $5.1B in AI acquisitions Salesforce made this quarter. Learn all you need to know about Salesforce in my deep dive:Learn more about the “hard” financials, the current valuation, and my take on the quarterly earnings in Part 1, which you will find here:The earnings callInvest at your own risk; this is not financial advice! T
Salesforce Jumped 23% on Earnings — Is the Rally Justified? ($CRM Q2/2026 Review) (opens the original)
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Salesforce’s share price jumped 23% the day after the earnings release. This is more than enough good reasons to have a look at what exactly happened. Was the jump the start of a new rally or just a short flame that shall extinguish soon? Time to find out!Part 1 covers the financial statements, current valuation, and my conclusion for the quarterly earnings, while Part 2 will analyse more operational metrics, my take on the two recent acquisitions, and the earnings call, which covered a lot of t
Superinvestors Are Selling Amazon and Buying Mastercard — The Full Q2/2026 13F Verdict (Part 3/3) (opens the original)
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This is the third and last of a three-part series. Part 1 covers the state of the nation plus some of the better-known investors, while Part 2 covers some less-known investors worth following. Part 3 brings it all together, and we will look at the big trends and takeaways from these quarterly filings, plus a short take on the major moves.Subscribe nowFind Part 1 here:Find Part 2 here:Invest alon
One Fund Manager Just Put 42% of His Portfolio in One Stock — Inside 10 Superinvestors You've Never Heard Of (Part 2/3) (opens the original)
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This is the second of a three-part series. Part 1 covers the state of the nation plus some of the better-known investors, while Part 2 covers some less-known investors worth following. Part 3 will bring it all together, and we will look at the big trends and takeaways from these quarterly filings and include a short take on the major moves.Find Part 1 here:Find Part 3 here:Invest alongside meI don’t just write about these companies — I invest in them. My Wikifolio is where I put the research and
The Q2/2026 13F Season, Part 1 of 3: Ackman's New Bets, Tepper's $400M SanDisk Exit, and a Fund Manager Betting on Gravel (opens the original)
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This is the first of a three-part series. Part 1 covers the state of the nation plus some of the better-known investors, while Part 2 will cover some less-known investors worth following. Part 3 will bring it all together, and we will look at the big trends and takeaways from these quarterly filings and include a short take on the major moves.Find Part 2 here:Find Part 3 here:The SEC requires funds with at least $100m in assets under management to publish their holdings 45 days after the end of
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