blog

ServiceNow: One Lock Behind a Hundred Doors — Is NOW a Buy After the 55% Crash? GlobalFoundries (GFS): A Genuinely Great Foundry — at a Price That Asks for Perfection Microsoft (MSFT): A Quality Compounder on Sale — If You'll Underwrite the Capex Laser Photonics (LASE): A +336% Anti-Drone Spike Built on a Going Concern IBM: A Real Business Wrapped Around a Fake Headline — Not a Buy at $266 Micron (MU): A Health Check on a 12-Bagger Sitting Near the Top of the Cycle Pasar Malam Cip: Pasar Betul, Masa Salah Xiaomi (1810.HK): The Stock Halved. Is This a Once-in-a-Cycle Entry or a Value Trap? Pernod Ricard (RI.PA): Buying the World's #2 Spirits Company at Book Value While the Family Holds Arkema (AKE.PA): Is it a good buy? Both sides, then a verdict Arkema (AKE.PA): Buying a Chemical Cycle Inflection That Nobody Believes In

graham/scores

RI.PA (Pernod Ricard SA) — Execution Log AIG (American International Group) — Execution Strategy NFLX (Netflix) — Single-Name Thesis ADBE — Investment Thesis AGN.AS (Aegon Ltd.) — Execution Log AGN.AS (Aegon Ltd.) — Investment Thesis AKE.PA (Arkema SA) — Execution Log Indra Sistemas (IDR.MC) — Investment Thesis QinetiQ Group (QQ.L) — Investment Thesis Dassault Aviation (AM.PA) — Investment Thesis AIG — Investment Thesis BF-B (Brown-Forman) — Investment Thesis PAYC (Paycom Software) — Investment Thesis INMD (InMode) — Investment Thesis TGLS (Tecnoglass) — Investment Thesis FDBC (Fidelity D&D Bancorp) — Investment Thesis 8583.KL (Mah Sing Group) — Investment Thesis 1023.KL (CIMB Group Holdings) — Investment Thesis 1082.KL (Hong Leong Financial Group) — Investment Thesis RI.PA (Pernod Ricard SA) — Investment Thesis

pipeline

Bi-Monthly Investment Framework — Progress Tracker

pipeline/deep-analysis

Phase 2: Deep Analysis — 2026-04-03

pipeline/reports

Pipeline Report — 2026-06-21 (Fresh cycle, forced 5 days early) Pipeline Report — 2026-06-16 Pipeline Report — Cycle 2026-06-12 Arkema (AKE.PA) — The Inflection Story Pipeline Report — 2026-05-05 Pipeline Phase 2 Deep Dive — 2026-05-05 Pipeline Report — 2026-04-20 Bi-Monthly Investment Pipeline Report

pipeline/retro

Pipeline Retro — 2026-06-21 (Fresh cycle, forced 5 days early) Retrospective — 2026-06-16 Pipeline Retro — 2026-06-12 Pipeline Retrospective — 2026-05-06 Pipeline Retrospective — 2026-05-05 Pipeline Retrospective — 2026-04-20 Pipeline Retrospective — 2026-04-15

portfolio

Buy Checklist — Three-Stock Tech Sleeve (DEGIRO) Three-Stock Tech Sleeve — Execution Thesis (MSFT · NFLX · PLTR)

research

Reddit Scrape Analysis — 2026-03-30 Reddit Scrape Analysis — March 23, 2026 Reddit Speculative/Trading Subreddit Scrape - March 21, 2026 Value-Oriented Reddit Scrape: Ticker Extraction (2026-03-21) Reddit Scrape Analysis — 2026-03-21 Reddit Squeeze & 10x Screener — 2026-03-15 Reddit Scrape Analysis — 2026-03-15 Short Squeeze Scan Results

research/sectors

Semiconductor Supply Chain — Deep-Dive Tracker

research/sectors/semi-screens

Murata Manufacturing Co., Ltd. (6981.T) — Graham Screen Resonac Holdings (4004.T) — Graham Screen GlobalFoundries (GFS NASDAQ) — Graham Screen AT&S Austria Technologie & Systemtechnik (ATS.VI) — Graham Screen VSH — Vishay Intertechnology | Graham Screen Avnet Inc (AVT NASDAQ) — Graham Screen Renesas Electronics (6723.T) — Graham Screen DIOD — Diodes Incorporated Graham Screen TDK Corp (6762.T) — Graham Value Screen IFX.DE — Infineon Technologies AG AMKR — Amkor Technology Graham Screen POWI — Power Integrations Graham Screen ASE Technology Holding (ASX NYSE ADR; underlying 3711.TW) — Graham Screen Tower Semiconductor (TSEM) — Graham Screen Nordic Semiconductor ASA (NOD.OL) — Graham Screen MediaTek Inc (2454.TW) — Graham Value Screen Tokyo Ohka Kogyo (4186.T) — Graham Value Screen Kokusai Electric (6525.T) — Graham Screen L1-WFE Onto Innovation (ONTO NYSE) — Graham Screen Disco Corp (6146.T) — Graham Screen GlobalWafers Co. (6488.TWO) — Graham Screen Siltronic AG (WAF.DE) — Graham Screen Samsung Electronics — Graham Screen (2026-05-28) SCREEN Holdings (7735.T) — Graham Screen SUMCO Corporation (3436.T) — Graham Screen ChipMOS Technologies (IMOS) — Graham Screen Arrow Electronics (ARW NYSE) — Graham Screen STMicroelectronics (STMPA.PA) — Graham Screen UMC / 2303.TW — Graham Screen Ibiden Co., Ltd. (4062.T) — Graham Screen

research/stocks/AKE_PA

Hormuz: Why a strait between Iran and Oman matters for Arkema

research/stocks/FDBC

FDBC - Fidelity D&D Bancorp Full Graham Analysis

research/stocks/GANX

GANX (Gain Therapeutics) — Execution Log GANX (Gain Therapeutics) — Catalyst Trade Thesis

research/stocks/HIMS

HIMS (Hims & Hers Health) — Comprehensive Analysis

research/stocks/HNST

HNST (The Honest Company) — Full Verification Report

research/stocks/INTC

Intel (INTC) — Graham Research Note

research/stocks/KMB

Kimberly-Clark (KMB) — Deep Dive Research

research/stocks/MSFT

Microsoft (MSFT) — Graham Research Note

research/stocks/MU

Micron (MU) — Graham Research Note

research/stocks/NOW

ServiceNow (NOW) — Graham-Style Analysis

research/stocks/RI.PA

China Spirits Market Research — March 30, 2026

research/stocks/RILY

RILY 10-K + Earnings Check — 2026-03-31 RILY (BRC Group Holdings, Inc.) — Full Verification Report

research/stocks/RI_PA

RI.PA — YouTube Video Review vs Investment Thesis

research/stocks/SMCI

smci_analysis

research/stocks/SOC

soc_analysis

research/stocks/WBD

wbd_analysis

strategies

Howard Marks at Google (April 2015) — Origins, Inspirations, and the Loser's-Game Philosophy