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TQI capital (Typical quality investor)

https://valueb9b.substack.com/

Mentions19
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Latest post31 Aug 2026
Alibaba Group Holding Limited$BABA: Going all in on AI-31 Aug 2026
Alibaba Group Holding LimitedTwo Letters, Two Characters-24 Aug 2026
LVMH Moet Hennessy Louis Vuitton SETwo Letters, Two Characters-24 Aug 2026
Novo Nordisk A/STwo Letters, Two Characters-24 Aug 2026
Ryman Healthcare LimitedTwo Letters, Two Characters-24 Aug 2026
Carvana Co.Two Letters, Two Characters-24 Aug 2026
Wix.com Ltd.Two Letters, Two Characters-24 Aug 2026
Constellation Software Inc.Two Letters, Two Characters-24 Aug 2026
Constellation Software Inc.$CSU Q2 2026: No AI Target, No AI Timeline-17 Aug 2026
Eli Lilly and Company$NVO: Going against the current-12 Aug 2026
Novo Nordisk A/S$NVO: Going against the current-12 Aug 2026
Gartner, Inc.$IT: Gartner 2Q'26 update-10 Aug 2026
Kering SA$LVMH: Will luxury ever turn around?-3 Aug 2026
Compagnie Financière Richemont SA$LVMH: Will luxury ever turn around?-3 Aug 2026
Hermès International Société en commandite par actions$LVMH: Will luxury ever turn around?-3 Aug 2026
LVMH Moet Hennessy Louis Vuitton SE$LVMH: Will luxury ever turn around?-3 Aug 2026
Interactive Brokers Group, Inc.Google is losing the AI war again?-27 Jul 2026
Alphabet Inc.Google is losing the AI war again?-27 Jul 2026
Netflix, Inc.Netflix: The counterpositioning company-20 Jul 2026