Global Outperformers

Mexican Airports

A 2026 GAP, ASUR and OMA update

Sep 16 • Dede Eyesan

11

1

August 2026

Intuit FY2026 Earnings Review

Intuit reported its FY 2026 earnings results yesterday, and despite the negative market reaction, I was generally pleased with both its FY 2026 results…

Aug 26 • Dede Eyesan

17

5

1

Adobe Investment Case Summary

I published a deep dive into Adobe last week and you can read the abridged one-page summary below.

Aug 21 • Dede Eyesan

5

1

2

Adobe Inc.

A deep dive and investment case

Aug 13 • Dede Eyesan

13

7

5

July 2026

Reflections on quality investing

Business quality is the most important factor when making long-term investments, but unlike growth or value, there isn’t a single metric that best…

Jul 28 • Dede Eyesan

16

1

1

Q2 2026 Investor and Subscriber call

30th July 5 - 6pm GMT

Jul 27 • Dede Eyesan

5

1

H1 2026 Performance Update

H1 2026 Performance Update

Jul 20 • Dede Eyesan

13

June 2026

Latour AB 2.0

A valuation update

Jun 26 • Dede Eyesan

9

Intuit Investment Case Summary

Last week, I published a deep dive on Intuit. Below is the abridged one-page summary of its investment case.

Jun 25 • Dede Eyesan

7

Intuit deep dive

A PDF version of this Intuit deep dive is available to premium readers at the end of the report.

Jun 17 • Dede Eyesan

13

4

May 2026

Transport Infrastructure

A year later

May 26 • Dede Eyesan

23

4

TSMC Investment Case Update

Staying invested

May 5 • Dede Eyesan

12

1