TQI Capital
SubstackArticles
27
Companies covered
17
Sectors
7
Countries
8
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
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
Prosus: The tencent proxy
Mar 2, 2026
$NVO: Novo Nordisk: When “Cheap” Isn’t Safe
Feb 5, 2026
$Nvo: Novo Nordisk
Jan 26, 2026
The end of an era at Berkshire Hathaway
May 5, 2025
$MTN - Vail resort: An experience of a life-time
Oct 14, 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
$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