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Kraken Robotics: Growing Urgency (Ticker: KRKN.F)
Plus, an addendum on HRBR and a portfolio update.
Apr 17
•
Brett Schafer
6
2
Gambling.com Group: Managed Transition (Ticker: GAMB)
Plus, portfolio decisions I am making today
Apr 10
•
Brett Schafer
6
1
2
MercadoLibre: Cheapest In Years (Ticker: MELI)
Increasing competition and increasing opportunities.
Apr 3
•
Brett Schafer
12
2
3
March 2026
Portillo’s: Extended Trough (Ticker: PTLO)
Zooming in on Q4 results and zooming out to take a look at the big picture
Mar 27
•
Brett Schafer
6
2
The Real Brokerage: Coiled Spring? (Ticker: REAX)
A frozen housing market may turn headwinds into tailwinds.
Mar 20
•
Brett Schafer
6
3
Portfolio Update: What I Bought and Sold Today
.
Mar 13
•
Brett Schafer
2
Coupang: Dust Settling (Ticker: CPNG)
I believe we have witnessed a mass psychosis event.
Mar 13
•
Brett Schafer
10
3
Adyen: Persistent Growth (Ticker: ADYEN)
An introductory (and timely) research report on a stock that’s been on my radar for years.
Mar 6
•
Brett Schafer
13
2
5
February 2026
Airbnb: Setting The Stage (Ticker: ABNB)
This statement is a Rorschach test for how you view the company.
Feb 27
•
Brett Schafer
9
1
Portfolio Update: What I am Buying and Selling Today
.
Feb 25
•
Brett Schafer
8
1
Nintendo: Are We Doing This Again? (Ticker: NTDOY)
Investor patience is being tested. Let's analyze whether that has created an opportunity.
Feb 20
•
Brett Schafer
13
3
Philip Morris International: The Next Phase (Ticker: PM)
We are beginning a transition from a revenue story to an earnings and cash flow story.
Feb 13
•
Brett Schafer
7
2
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