Deep dive

A deep dive and investment case

Aug 13 • Dede Eyesan

A valuation update

Jun 26 • Dede Eyesan

Intuit deep dive

A PDF version of this Intuit deep dive is available to premium readers at the end of the report.

Jun 17 • Dede Eyesan

Microsoft Corporation

The Investment Case

Apr 16 • Dede Eyesan

The investment case in Visa (and Mastercard)

Mar 6 • Dede Eyesan

FactSet Research System

A contrarian investment case in the financial market data provider

Jan 8 • Dede Eyesan

A GSE Financing Rural America

Dec 9, 2025 • Dede Eyesan

A Brazilian founder-led grocery chain

Nov 12, 2025 • Dede Eyesan

Investment AB Latour

A Swedish Industrial Group

Sep 30, 2025 • Dede Eyesan

Metlen Energy and Metals

A Greek Industrial Conglomerate

Sep 3, 2025 • Dede Eyesan

Taiwan Semiconductor Manufacturing Company (Part 2)

For the first half of this TSMC deep dive, I mainly focused on the broader semiconductor environment and how TSMC fits into the ecosystem.

Jul 24, 2025 • Dede Eyesan

Taiwan Semiconductor Manufacturing Company (Part 1)

Most investment write-ups begin with bullish arguments.

Jul 15, 2025 • Dede Eyesan

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