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Cincinnati Financial Broke a Bar We Published. It Broke the Exact One We Warned About.
In our deep dive we flagged that the Q1 triumph was flattered by calm weather and would reverse in a bad catastrophe year. Q2 was that year.
 • The Long View
Nestlé Reported. We Published Five Bars. Four Landed in the Gray.
The whole bet was that Nestlé is buying growth with volume, not price.
 • The Long View
GE Vernova Reported. We Graded the Bar We Published in May. Here Is the Score.
Two months ago we named the one thing that had to be true for GE Vernova's price to make sense: the backlog converting into durable margin, not a…
 • The Long View
Intel Reported. We Graded the Bar We Published. Here Is the Score.
Four weeks ago, we wrote the confirm-and-break test in public. The foundry loss narrowed by more than a billion dollars.
 • The Long View
The Company That Has to Be Perfect Forever
Datadog is the best business in its industry, and its stock has nearly doubled to prove it. That is exactly the problem. At its price, excellence is no…
 • The Long View
The Profitable Company Nobody Wants
Dynatrace makes money, generates cash, and buys back its own stock. The market has still left it for dead.
 • The Long View
Two Companies Want the Same Seat. The Market Has Already Chosen. It May Be Wrong.
Datadog and Dynatrace do the same job for the same customers. One is the most loved stock in its corner of software. The other has been left for dead.
 • The Long View
Barclays Is a Bet on Four Engines Firing at Once
A universal bank is not one business. It is four, and the assumption in the price is that all of them keep working. On July 28, we find out.
 • The Long View
Cintas Reported. We Graded the Bar We Published. Here Is the Score.
Two weeks ago we wrote the confirm-and-break test in public. The core assumption held. The deal question stays open, exactly as we said it would.
 • The Long View
Cincinnati Financial Raised Its Dividend for 65 Years. The Number That Pays It Just Got Rescued by the Weather.
The bet is not the streak. It is whether the underwriting is good enough to fund the streak when the storms come back. July 27 is the first honest test.
 • The Long View
The Dividend King That Keeps Going on Sale
Cincinnati Financial has raised its dividend for 65 straight years. It has also handed patient buyers a bargain over and over. Those two facts are…
 • The Long View
Pepsi Says It’s the Economy. Coke’s Shoppers Didn’t Get the Message.
The Firewall named Pepsi’s bet in June: that its brands can charge more than the store brand and keep the customer.
 • The Long View
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