Tag: deep-dive

All the articles with the tag "deep-dive".

• Thesis: Xbox is a good business managed badly

  15 Jul, 2026

  Halo, Call of Duty, Bethesda, 200 million users, 3% operating margins. Microsoft has some of the best assets in gaming and runs them worse than anyone else could.

• The Alpha and Beta of Everything

  10 Jul, 2026

  Two Greek letters from the dusty corner of finance quietly explain not just investing, but most of a life well lived. Once you learn to see them everywhere, you can't unsee them.

• Head to Head: JNJ vs. PFE

  8 Jul, 2026

  64 years of unbroken raises. A dividend bigger than the company's earnings. Same industry, opposite signals.

• Head to Head: JPM vs. BAC

  24 Jun, 2026

  For ten of fourteen years BAC was the better holding. One structural inflection in 2022-2023 changed that. Here's why I think it sticks.

• Head to Head: ORLY vs. AZO

  19 Jun, 2026

  When the premium IS the value.

• Apple: Winning by Not Losing

  12 Jun, 2026

  Discipline, resilience, and a bet on the people it already has