Equity MatesEquity MatesBase Hit InvestingBizTocBenzingaFoundersFoundersA Peek Behind the NumbersAtom FinanceHeavy Moat InvestmentsHeavy Moat InvestmentsAsian Century StocksAsian Century StocksBaFin - Managers' transactionsAsian Dividend StocksAsian Dividend StocksBeehiivForward GuidanceForward GuidanceFresh InvestFresh InvestBejaminAIAlluvialAlluvialBamSECAlessandro (Macro Strategist)Alessandro (Macro Strategist)AmibrokerBehind the Balance SheetBehind the Balance SheetChit Chat StocksChit Chat StocksBloomberg NewsBloomberg TerminalAcquiredAcquiredThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetCompound & FireBeyondSPXFinPodFinPodBehind the Balance SheetCapital Employed FMCapital Employed FMEquity MatesEquity MatesBase Hit InvestingBizTocBenzingaFoundersFoundersA Peek Behind the NumbersAtom FinanceHeavy Moat InvestmentsHeavy Moat InvestmentsAsian Century StocksAsian Century StocksBaFin - Managers' transactionsAsian Dividend StocksAsian Dividend StocksBeehiivForward GuidanceForward GuidanceFresh InvestFresh InvestBejaminAIAlluvialAlluvialBamSECAlessandro (Macro Strategist)Alessandro (Macro Strategist)AmibrokerBehind the Balance SheetBehind the Balance SheetChit Chat StocksChit Chat StocksBloomberg NewsBloomberg TerminalAcquiredAcquiredThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetCompound & FireBeyondSPXFinPodFinPodBehind the Balance SheetCapital Employed FMCapital Employed FMEquity MatesEquity MatesBase Hit InvestingBizTocBenzingaFoundersFoundersA Peek Behind the NumbersAtom FinanceHeavy Moat InvestmentsHeavy Moat InvestmentsAsian Century StocksAsian Century StocksBaFin - Managers' transactionsAsian Dividend StocksAsian Dividend StocksBeehiivForward GuidanceForward GuidanceFresh InvestFresh InvestBejaminAIAlluvialAlluvialBamSECAlessandro (Macro Strategist)Alessandro (Macro Strategist)AmibrokerBehind the Balance SheetBehind the Balance SheetChit Chat StocksChit Chat StocksBloomberg NewsBloomberg TerminalAcquiredAcquiredThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetCompound & FireBeyondSPXFinPodFinPodBehind the Balance SheetCapital Employed FMCapital Employed FM

TQI Capital

Substack

Articles

27

Companies covered

21

Sectors

7

Countries

9

Research Articles

$IT: Gartner 2Q'26 update

Aug 10, 2026

$LVMH: Will luxury ever turn around?

Aug 3, 2026

Google is losing the AI war again?

Jul 27, 2026

Netflix: The counterpositioning company

Jul 20, 2026

Why Mohnish Pabrai sold Micron right before it went up 10x

Jul 6, 2026

Alibaba vs Tencent: The AI Battle That Will Define Chinese Tech

May 17, 2026

Lessons From the Greatest Traders: How They Think About Bubbles

Apr 29, 2026

LVMH: From King of Luxury to the Reset

Apr 20, 2026

Alibaba: When the Thesis Breaks, Rewrite It

Mar 30, 2026

Tencent Q4 2025: Being Punished for Investing

Mar 19, 2026

Constellation Software: The Same Machine — With One New Lever

Mar 10, 2026

Prosus: The tencent proxy

Mar 2, 2026

Constellation Software: When a Compounder Becomes a “Loser”

Feb 9, 2026

$NVO: Novo Nordisk: When “Cheap” Isn’t Safe

Feb 5, 2026

$Nvo: Novo Nordisk

Jan 26, 2026

The Intellego Technologies Saga: Conviction vs confidence

Oct 13, 2025

The end of an era at Berkshire Hathaway

May 5, 2025

$MTN - Vail resort: An experience of a life-time

Oct 14, 2024

Berkshire Hathaway 2024 Annual shareholders Meeting

May 6, 2024

$Adyen: Simplifying payment

Oct 16, 2023

$Cat: Caterpillar, beyond the iron

Apr 24, 2023

$Wise: Transfer without border

Apr 10, 2023

$HD: The gold standard for a distributor

Feb 27, 2023

$Xpel: Recreating the protective film industry

Feb 4, 2023

$SBUX:The biggest coffee chain in town

Jan 8, 2023

$Shop: The shadow of the mighty Alibaba

Jan 2, 2023

$Olli: The Costco junkyard

Jun 26, 2021

Alessandro (Macro Strategist)Alessandro (Macro Strategist)Bloomberg NewsHeavy Moat InvestmentsHeavy Moat InvestmentsCompound & FireBenzingaBehind the Balance SheetBehind the Balance SheetBusiness BreakdownsBusiness BreakdownsFoundersFoundersEquity MatesEquity MatesAsian Century StocksAsian Century StocksCapital Employed FMCapital Employed FMAlluvialAlluvialThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBloomberg TerminalBejaminAIBeehiivAsian Dividend StocksAsian Dividend StocksFresh InvestFresh InvestCapital CyclistsCapital CyclistsFinPodFinPodBamSECRhinoInsightRhinoInsightBaFin - Managers' transactionsCapital AllocatorsCapital AllocatorsA Peek Behind the NumbersForward GuidanceForward GuidanceAtom FinanceBehind the Balance SheetAmibrokerChit Chat StocksChit Chat StocksAlessandro (Macro Strategist)Alessandro (Macro Strategist)Bloomberg NewsHeavy Moat InvestmentsHeavy Moat InvestmentsCompound & FireBenzingaBehind the Balance SheetBehind the Balance SheetBusiness BreakdownsBusiness BreakdownsFoundersFoundersEquity MatesEquity MatesAsian Century StocksAsian Century StocksCapital Employed FMCapital Employed FMAlluvialAlluvialThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBloomberg TerminalBejaminAIBeehiivAsian Dividend StocksAsian Dividend StocksFresh InvestFresh InvestCapital CyclistsCapital CyclistsFinPodFinPodBamSECRhinoInsightRhinoInsightBaFin - Managers' transactionsCapital AllocatorsCapital AllocatorsA Peek Behind the NumbersForward GuidanceForward GuidanceAtom FinanceBehind the Balance SheetAmibrokerChit Chat StocksChit Chat StocksAlessandro (Macro Strategist)Alessandro (Macro Strategist)Bloomberg NewsHeavy Moat InvestmentsHeavy Moat InvestmentsCompound & FireBenzingaBehind the Balance SheetBehind the Balance SheetBusiness BreakdownsBusiness BreakdownsFoundersFoundersEquity MatesEquity MatesAsian Century StocksAsian Century StocksCapital Employed FMCapital Employed FMAlluvialAlluvialThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBloomberg TerminalBejaminAIBeehiivAsian Dividend StocksAsian Dividend StocksFresh InvestFresh InvestCapital CyclistsCapital CyclistsFinPodFinPodBamSECRhinoInsightRhinoInsightBaFin - Managers' transactionsCapital AllocatorsCapital AllocatorsA Peek Behind the NumbersForward GuidanceForward GuidanceAtom FinanceBehind the Balance SheetAmibrokerChit Chat StocksChit Chat Stocks