Compound & Fire
SubstackArticles
70
Companies covered
52
Sectors
9
Countries
14
Research Articles
Buying into Cogent Communications' Hidden Value
Sep 18, 2025
Intuit vs. Nu Holdings: The Fintech Face-Off
Sep 2, 2025
FICO vs Moody's: The Analytics Titans Clash
Aug 13, 2025
New Position Alert: LVMH at €475 per Share
Jul 25, 2025
The Trade Desk Q1 2025 Earnings Call
May 9, 2025
Kinsale Capital Group Q1 2025 Earnings
Apr 27, 2025
Medpace Quick Scan – A Watchlist Star!
Apr 22, 2025
Dino Polska: Master Capital Allocator
Mar 12, 2025
Nedap Q4 Earnings and Full Year 2024 Update
Mar 4, 2025
Euronext: Record results in 2024
Feb 18, 2025
Computer Modelling Group ($CMG.to): Q3 Earnings
Feb 12, 2025
1HY25 results Kelly Partners Group
Feb 4, 2025
New Addition: Judges Scientific
Jan 16, 2025
Valuation update Kelly Partners Group ($KPG.ax)
Dec 31, 2024
New Addition: Computer Modelling Group
Dec 10, 2024
Sirius XM: selling my position
Dec 10, 2024
Deep Dive: Watches of Switzerland Group
Sep 9, 2024
New Addition: Watches of Switzerland Group
Aug 29, 2024
Results Dino Polska: Increasing My Stake
Aug 23, 2024
Disappointing Half Year Results Nedap
Jul 18, 2024
ZIGExN: High Quality At A Crazy Discount
Jul 5, 2024
Upcoming Liberty Sirius XM Merger Update
Jul 4, 2024
Euronext: Wide Moat At A 20% Discount
May 14, 2024
Rightmove - 1Q24 update
May 10, 2024
SiriusXM First Quarter Earnings Update
Apr 30, 2024
