emerging markets Portfolio Update: April 2026
Portfolio gained 8.48% in April and 17.8% year-to-date, with Frontera Energy positioned for either Colombian election outcome amid oil…
FEC $620M Treasure Hunting
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emerging markets 
emerging markets The Great Rotation: Long Live the Old Economy — Weekly Treasure Hunt #04
Vaca Muerta’s $36–45-per-barrel breakevens, Milei reforms and $17 billion infrastructure buildout underpin the bullish case for Vista…
VIST $7.8B Treasure Hunting
activism My Biggest Position: A Monopoly Priced for Failure
A former value-investor darling, down 50%, pairs a monopoly with a recurring-revenue razor-and-blade business; debt paydown, margin…
PBI $2.4B Treasure Hunting
advertising Meta: 2Q26 Business Update
Meta's 2Q26 revenue rose 27%, but capex, depreciation and nascent cloud and AI ambitions raise margin and return risks as it maximizes…
META $1.5T Speedwell Memos
dividends Clear the DEC?
Diversified Energy (DEC) has paid $21.84 per share in dividends since June 2017 and trades at $13.35 amid a bullish U.S.
DEC $949M The Oak Bloke
business models Adobe Business History
Adobe built PostScript, Photoshop and PDF into desktop-publishing standards, using free Acrobat Reader and integrated Creative Suite tools…
ADBE $99B Speedwell Memos
ai Constellation Software: 1Q26 Business Recap
Constellation Software’s first call in eight years paired 20% revenue growth with 2% organic growth, while $1.6 billion of deployment…
CSU $64B Speedwell Memos
ai Adobe Deep Dive
Adobe trades at 14x earnings after a 65% decline, with AI, Canva and Figma threatening subscriptions, customer acquisition and…
ADBE $99B Speedwell Memos
ai Adobe Expert Insight Interview (No Paywall)
Adobe trades at 11x earnings despite $24.5 billion of revenue, 37% operating margins and 12% profit growth; a former data-science head…
ADBE $99B Speedwell Memos
advertising Meta: 1Q26 Business Update
Meta’s Q1 2026 revenue rose 33% as ad impressions gained 19%, while AI-driven ranking and targeting lifted engagement and conversion;…
META $1.5T Speedwell Memos
ai Google’s AI Return on Investment
Alphabet’s $132 billion AI capex produced an estimated 49% post-tax incremental ROIC once only in-service assets are counted, versus a…
GOOGL $4.1T Bristlemoon Capital
ai Infineon Technologies (IFX GY): Power Overwhelming
Infineon’s power semiconductors stand to benefit from AI data centers shifting to 800VDC power delivery, though its sharp rerating to…
IFNNY $93B Bristlemoon Capital
ai Adobe Expert Insight Interview (No Paywall)
Adobe trades at 11x earnings despite $24.5 billion of revenue and 37% operating margins, as a former data-science chief discusses whether…
ADBE $99B Speedwell Memos
automotive Copart: 2Q26 Business Recap
Copart’s fiscal Q2 2026 revenue fell 4% and U.S. insurance units dropped 11%, as underinsured drivers and carrier volumes weighed while IAA…
CPRT $27B Speedwell Memos
business models Shift4 Company Podcast Episode Released!
Shift4 built its payments business by acquiring gateway nodes and migrating merchants to its processing platform; revenue has compounded…
FOUR $4.3B Speedwell Memos
ai Airbnb 4Q25: Business Update
Airbnb’s fourth-quarter revenue rose 12% to $2.8 billion and GBV 16%, while product improvements and AI spending target booking conversion…
ABNB $92B Speedwell Memos
ai Adobe Stock Breakdown (Five Minute Money)
Adobe trades at 14x free cash flow after a 60% decline despite growth, with AI, its business-model transition and creative-software…
ADBE $99B Speedwell Memos
automotive Ferrari Exploratory Report
Ferrari sells about 13,000 vehicles annually, generating €7 billion of revenue and 28% operating margins; its shares trade at 32 times…
RACE $68B Speedwell Memos
asia Evolution: 4Q25 Business Update
Evolution's fourth-quarter revenue fell 4% as Asia cyber disruption and European channelization outweighed U.S.
EVVTY $15B Speedwell Memos
advertising Meta: 4Q25 Business Update
Meta’s 4Q25 revenue rose 24% as AI lifted ad performance, but 2026 costs are guided up about 41% and capex to $115–135 billion.
META $1.5T Speedwell Memos
consumer LVMH: 4Q25 Business Recap
LVMH’s 2025 revenue fell 5% and operating profit 9% amid forex and luxury weakness, while Fashion & Leather Goods improved in the second…
LVMUY $273B Speedwell Memos
asia Coupang Expert Insight Interview (No Paywall)
Coupang’s former strategy VP discusses Taiwan expansion, 1P-versus-3P economics, margins and competitive risks as CPNG trades 35% below its…
CPNG $28B Speedwell Memos
automotive Uber Stock Breakdown (Five Minute Money)
Uber’s $50 billion revenue and $4.5 billion operating profit reflect a turnaround from years of subsidy-heavy growth, with autonomous…
UBER $143B Speedwell Memos
asia Coupang Expert Insight Interview (No Paywall)
Coupang’s former strategy VP discusses Taiwan expansion, 1P-versus-3P economics, and competitive risks as $32 billion of LTM revenue…
CPNG $28B Speedwell Memos
