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Securities Note

Prysmian: A Relatively Obscure Italian Company

26 June 2026

Securities Note

BAT: Out of the Ashes

19 June 2026

Securities Note

Mastercard: World-Class Compounder

12 June 2026

Securities Note

SPACEX | The Largest IPO in History

29 May 2026

Securities Note

AMD: The AI Infrastructure Rerate

15 May 2026

Securities Note

Alphabet: Vertical integration perfection

8 May 2026

Securities Note

Panic Sells. Quality Compounds.

27 March 2026

Securities Note

War, Oil and Markets

13 March 2026