Upslope's Quarterly Investor Letter 2026Q2
MARKET CONDITIONS β βBUY GOOD COMPANIES. DONβT OVERPAY. DO NOTHING.β The above is the legendary investment mantra of Fundsmith, a UK-based fund...
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Japan Breaking Out; EM Remains Leadership
Major global indexes continue to trend higher and are devoid of bearish inflections. As a result, we remain bullish and we continue to recommend...
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π―π΅ JAPAN β’ Results & Revisions ββββββββββββββββββββββββββββββ01/βββββββββββ27 Fanuc, Shin-Etsu....
Our best and worst pair from Wednesday's 54 results and 32 forecasts/revisions announcements is Fanuc (6954 JP) and Shin Etsu Chemical (4063 JP).
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π―π΅ JAPAN β’ Results & Revisions 10/ββββββββββββββββββββ29 - Fanuc, Takeda, Panasonic, Kyocera
β’ BEST & WORST β’ Our best and worst pair from yesterday's announcements is Fanuc (6954 JP) and Omron (6645 JP).Β Source for all charts & tables:...
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π―π΅ JAPAN β’ Stock Picking with 'Peak' EV/OP Multiples - Introducing EV/POP
"Beware of geeks bearing formulas." - Warren Buffett Enterprise Value multiples have become common parlance in the investment world, both...
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