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Portfolio Review - November 2025
Remembering your why
Nov 29
57
11
3
Q&A with Evolution Investor Relations
Exclusive Q&A with Evolution AB’s Investor Relations on moats, strategy, regulation, and communication priorities.
Nov 8
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48
8
4
Portfolio Review - October 2025
The Magic 15
Nov 1
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50
7
2
October 2025
Evolution: Are Asia’s Problems Becoming Unfixable?
Evolution AB Q3 2025 Earnings Analysis
Oct 28
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41
14
2
Portfolio Tracking That Actually Works
A Four-Year Review of Portseido
Oct 21
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16
9
1
ASML: AI Momentum Sets a Floor for 2026
ASML Q3 2025 Earnings Analysis
Oct 16
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33
1
The Succession: What’s Next for Mercado Libre
Lessons from the climbers & scalers podcast — Part 3
Oct 14
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26
4
2
5 years, 9k investors, 15 questions
Book giveaway inside
Oct 10
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25
2
3
Why I Sold Texas Instruments
A 22% Gain That Cost Me 60%
Oct 8
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39
7
3
Mercado Libre’s Journey From Startup to Global Platform
Lessons from the climbers & scalers podcast — Part 2
Oct 3
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22
1
Portfolio Review - September 2025
Outpacing the market at the end of Q3
Oct 1
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49
6
4
September 2025
How Mercado Libre’s Founders Built a $100B Business
Lessons from the climbers & scalers podcast — Part 1
Sep 25
•
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41
12
2
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