Alessandro (Macro Strategist)Alessandro (Macro Strategist)Chit Chat StocksChit Chat StocksAmibrokerBehind the Balance SheetCapital CyclistsCapital CyclistsBaFin - Managers' transactionsBizTocBeehiivBejaminAIBehind the Balance SheetBehind the Balance SheetBase Hit InvestingBenzingaAtom FinanceBusiness BreakdownsBusiness BreakdownsFinPodFinPodAlphaSenseAcquiredAcquiredBeyondSPXFresh InvestFresh InvestCapital Employed FMCapital Employed FMBloomberg TerminalEquity MatesEquity MatesRhinoInsightRhinoInsightCompound & FireAsian Dividend StocksAsian Dividend StocksBloomberg NewsAlluvialAlluvialBamSECThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetFoundersFoundersAlessandro (Macro Strategist)Alessandro (Macro Strategist)Chit Chat StocksChit Chat StocksAmibrokerBehind the Balance SheetCapital CyclistsCapital CyclistsBaFin - Managers' transactionsBizTocBeehiivBejaminAIBehind the Balance SheetBehind the Balance SheetBase Hit InvestingBenzingaAtom FinanceBusiness BreakdownsBusiness BreakdownsFinPodFinPodAlphaSenseAcquiredAcquiredBeyondSPXFresh InvestFresh InvestCapital Employed FMCapital Employed FMBloomberg TerminalEquity MatesEquity MatesRhinoInsightRhinoInsightCompound & FireAsian Dividend StocksAsian Dividend StocksBloomberg NewsAlluvialAlluvialBamSECThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetFoundersFoundersAlessandro (Macro Strategist)Alessandro (Macro Strategist)Chit Chat StocksChit Chat StocksAmibrokerBehind the Balance SheetCapital CyclistsCapital CyclistsBaFin - Managers' transactionsBizTocBeehiivBejaminAIBehind the Balance SheetBehind the Balance SheetBase Hit InvestingBenzingaAtom FinanceBusiness BreakdownsBusiness BreakdownsFinPodFinPodAlphaSenseAcquiredAcquiredBeyondSPXFresh InvestFresh InvestCapital Employed FMCapital Employed FMBloomberg TerminalEquity MatesEquity MatesRhinoInsightRhinoInsightCompound & FireAsian Dividend StocksAsian Dividend StocksBloomberg NewsAlluvialAlluvialBamSECThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetFoundersFounders
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Patient Capital Fund Newsletter

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Patient Capital Fund Newsletter has 8 stock analyses indexed on RhinoInvestory, covering 6 companies across Communication Services, Information Technology. Published Jul 2021 – Mar 2026.

Sectors Covered

Communication ServicesInformation Technology

Countries Covered

ChinaUS

Stock Analyses by Patient Capital Fund Newsletter

Microsoft and the Agentic Race

Microsoft ($MSFT) • Published: 2026-03-04

Book Review: "The Nvidia Way - Jensen Huang and the Making of a Tech Giant"

NVIDIA ($NVDA) • Published: 2025-05-30

How the European Commission Is Making Google a Worse Product (Again)

Google • Published: 2024-09-05

Google found guilty of illegal exclusive dealing

Google • Published: 2024-08-06

United States v. Live Nation-Ticketmaster

Live Nation ($LYV) • Published: 2024-05-28

United States v. Google

Google • Published: 2024-04-29

Google now has 9 apps with over a billion users

Google • Published: 2023-01-17

Tencent: Naspers ganz großer Coup

Tencent Holdings ($TCEHY) • Published: 2021-07-05

BizTocBeehiivCapital Employed FMCapital Employed FMBloomberg NewsFinPodFinPodFoundersFoundersCapital AllocatorsCapital AllocatorsChit Chat StocksChit Chat StocksCompound & FireBamSECAtom FinanceBejaminAIBase Hit InvestingAlluvialAlluvialHeavy Moat InvestmentsHeavy Moat InvestmentsAsian Century StocksAsian Century StocksBehind the Balance SheetBusiness BreakdownsBusiness BreakdownsRhinoInsightRhinoInsightBaFin - Managers' transactionsThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAmibrokerAlphaSenseCapital CyclistsCapital CyclistsBloomberg TerminalAcquiredAcquiredForward GuidanceForward GuidanceAsian Dividend StocksAsian Dividend StocksBenzingaEquity MatesEquity MatesBizTocBeehiivCapital Employed FMCapital Employed FMBloomberg NewsFinPodFinPodFoundersFoundersCapital AllocatorsCapital AllocatorsChit Chat StocksChit Chat StocksCompound & FireBamSECAtom FinanceBejaminAIBase Hit InvestingAlluvialAlluvialHeavy Moat InvestmentsHeavy Moat InvestmentsAsian Century StocksAsian Century StocksBehind the Balance SheetBusiness BreakdownsBusiness BreakdownsRhinoInsightRhinoInsightBaFin - Managers' transactionsThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAmibrokerAlphaSenseCapital CyclistsCapital CyclistsBloomberg TerminalAcquiredAcquiredForward GuidanceForward GuidanceAsian Dividend StocksAsian Dividend StocksBenzingaEquity MatesEquity MatesBizTocBeehiivCapital Employed FMCapital Employed FMBloomberg NewsFinPodFinPodFoundersFoundersCapital AllocatorsCapital AllocatorsChit Chat StocksChit Chat StocksCompound & FireBamSECAtom FinanceBejaminAIBase Hit InvestingAlluvialAlluvialHeavy Moat InvestmentsHeavy Moat InvestmentsAsian Century StocksAsian Century StocksBehind the Balance SheetBusiness BreakdownsBusiness BreakdownsRhinoInsightRhinoInsightBaFin - Managers' transactionsThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAmibrokerAlphaSenseCapital CyclistsCapital CyclistsBloomberg TerminalAcquiredAcquiredForward GuidanceForward GuidanceAsian Dividend StocksAsian Dividend StocksBenzingaEquity MatesEquity Mates