The safest and most potentially profitable thing is to buy something when no one likes it.
Howard Marks
Stock Analyses
Monday Delights
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Monday Delight: 24/08/2026
Five ideas this week: a founder-led Japanese back-office/HR-SaaS compounder that’s a good business at a full price, a Montreal IT consultancy whose board just launched…
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Monday Delight: 17/08/2026
Five ideas this week: a founder-controlled Japanese marketing-tech holding company paying its first-ever dividend, a driveline maker priced at a fraction of its net cash,…
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Monday Delight: 10/08/2026
Five ideas this week: a Japanese performance-marketing agency paying you to wait through a guidance credibility crisis, a Yokohama systems integrator dressed as a bargain…
Random Walks down David’s Mind
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RWDDM-08-26: Is It a Bubble?
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RW-07-26: Diranko Capital Letter to Account Holders Q2 2026
Welcome to Random Walks Down David’s Mind! June marked the completion of Q2 2026 for the managed account strategy I advise. You can find a…
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RW-06-26: To the Moon! (and Back?)
Watchlist Updates
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Watchlist Update: August 2026
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Watchlist Update: July 2026
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Watchlist Update: June 2026
Welcome to the June Edition of the Watchlist Update Series! This series provides monthly updates on key developments within the companies on our watchlist. This…
