Student of Value

FactSet: From Quality-at-Any-Price to Moat-at-a-Reasonable-Price

Why an AI panic and a growth scare may have created a durable compounder on sale

Jan 31 • Student

6

1

Annual Review 2025

Four Big Ideas, One Wild Year, and the Case for Stock Picking

Jan 11 • Student

4

1

December 2025

Planet Labs: Change of Narrative

Recent Developments at Planet Labs - From Space Operator to AI Infrastructure Play

Dec 20, 2025 • Student

3

September 2025

The State of AI

AI Tools for (Stock) Research

Sep 28, 2025 • Student

3

June 2025

Small Satellites Here, There, Everywhere

EnduroSat's Founders Fund Led Series B | Planet Labs Latest Results | Data-as-a-Service | Constellation-as-a-Service | Building Satellites where You…

Jun 2, 2025 • Student

May 2025

Zooming in on Micro-Cap Microbix

Antigens, Quality Assessment Products, and the Kinlytic Opportunity

May 21, 2025 • Student

2

1

March 2025

Huntington Ingalls The US Navy

Huntington Ingalls Industries (HII), the largest military shipbuilder in the United States, occupies a critical role in national defense infrastructure.

Mar 5, 2025 • Student

4

1

February 2025

Release the Kraken!

Navigating the Depths of Robotic Innovation

Feb 16, 2025 • Student

1

November 2024

17 Qs of Kaspi

The Culper Report - 17 Kaspi Quarterly Reports - The Miracle of Juma

Nov 13, 2024 • Student

2

1

September 2024

Kaspi Update 2024: The Culper Short Report

"Everything we hear is an opinion, not a fact. Everything we see is a perspective, not the truth."

Sep 19, 2024 • Student

1

1

John Wiley Update: The One that Got Away

The errors of omission are far more serious than the errors of commission. They don't show up in the numbers.

Sep 17, 2024 • Student

1

1

Brake Bonanza: Decelerating into Prosperity

The straightaways are the boring bits between the corners

Sep 8, 2024 • Student

2