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Rebound Portfolio
Why Rebound Investing?
Deep Dives
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$ASML Update
What price do we buy AI's permanent bottleneck
Mar 10
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33
4
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Discussions
10 AI-proof stocks in a drawdown
The code was never the moat
Feb 28
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55
5
5
Earnings Review: $CSU, $TIC
Earnings Takeaways for 2 portfolio companies
Mar 13
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18
1
Earnings Review: $AXON, $NVDA, $BIRK, $CRM, $TOI, $RACE
And sector takeaways
Mar 7
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44
2
4
March 2026 Portfolio Update
Positioning for the Rebound
Mar 3
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15
1
Deep Dive: S&P Global ($SPGI)
A Special Situation
Mar 1
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35
2
4
Deep Dive: Birkenstock ($BIRK)
Early stage small-cap compounder
Feb 16
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63
3
5
Notes on Microsoft ($MSFT)
Barbarians at the gate?
Feb 11
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36
7
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