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💾 Can AMD Become the #2 Powerhouse in AI?
🚀Meteoric rise in Data Center technology has sparked a new growth cycle for AMD
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🛍️ What Wall Street gets Wrong about Mercadolibre
A deep dive into why Wall Street’s narrative on this quality compounder misses the mark.
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🏰5 Quality Buys August
🧠 5 Quality Growth businesses with wide moats
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🧠 Learning from Mistakes (LVMH Investment)
Pain + Reflection = Growth
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📈 How Peter Lynch Beat the Market
🚀 Invaluable Lessons from one of the Greatest Investors of our Time
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2
🏰10 World-Class Compounders for the Next Decade
The Permanent Portfolio for Quality Investors
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💉Novo Nordisk Earnings: Good Quarter, Cautious Narrative
💰Market leader expected to grow at 10-15% topline valued at 11x forward earnings
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🔒 Portfolio Update: 1 Sale, 2 New Buys
One good company has to go to make room for 2 great ones
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🔴 Time to Sell Amazon?
🩸 -8.3% after earnings
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1
Quality Growth Portfolio: July Factsheet📈
+0.20% in July ⚡
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July 2025

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