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Watchlist

Zoom’s identity crisis: why the perfect balance sheet is not enough
During the pandemic, Zoom became a household name, a verb and a market darling.
 • Asymmetric Edge
The Pentagon’s new eyes: why LightPath is the "germanium-free" bet on U.S. Defense
Every week, I hunt through global markets looking for companies that make me take notice.
 • Asymmetric Edge
Beyond the classroom: Perdoceo is a high-margin cash flow machine
Every week, I hunt through global markets looking for companies that make me take notice.
 • Asymmetric Edge
From pipes to profits: why $WES is a free cash flow machine worth watching
Every week, I hunt through global markets looking for companies that make me take notice.
 • Asymmetric Edge
Village Super Market (VLGEA) | Why I’m checking out This 89-year-old grocer
Every week, I hunt through global markets looking for companies that make me take notice.
 • Asymmetric Edge
Copa Holdings (CPA) | A high-quality airline in a turbulent region
Every week, I comb through different sectors looking for businesses that quietly compound value while the market’s attention is elsewhere.
 • Asymmetric Edge
Shopify | The quiet spine of modern commerce
Every week, I dive into global markets to uncover companies with the kind of stories and innovation that demand attention.
 • Asymmetric Edge
Newborn Town Inc. | The Asian social app that prints cash
Every week, I dive into global markets to uncover companies with the kind of stories and innovation that demand attention.
 • Asymmetric Edge
Qualys | Guarding the cloud, gaining momentum
Every week, I dive into global markets to uncover companies with the kind of stories and innovation that demand attention.
 • Asymmetric Edge
Kaspi.kz | The Central Asian super-app rewiring daily life
Every week, I dive into global markets to uncover companies with the kind of stories and innovation that demand attention.
 • Asymmetric Edge
WuXi AppTec | The indispensable engine of modern medicine
Every week, I dive into global markets to uncover companies with the kind of stories and innovation that demand attention.
 • Asymmetric Edge
Nova Ltd. | The precision powerhouse behind tomorrow's semiconductors
Every week, I dive into global markets to uncover companies with the kind of stories and innovation that demand attention.
 • Asymmetric Edge
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