Update: Judges Scientific (JDG)
Mark Lavelle (COO) is retiring in September 2026
Read more
Deep Dive: Globant (GLOB)
Globant is a nearshore player with a unique studio model. Globant's quality of earnings keeps me on the sidelines.
Primer: Some Additional Thoughts on IT Services
IT Services companies, particularly those specializing in digital transformation and those without BPO or managed services operations, are poised to benefit from the cyclical recovery and secular tailwinds from AI
Update: Judges Scientific
Judges Scientific is cheap and compelling
Deep Dive: Croda (CRDA / CRDA.L): Part 2
Croda's Life Sciences business is a picks and shovels way to benefit from multi-decade growth runway of biologic drugs