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Kelly Partners Group: The Constellation Software of Accounting?
March 22, 2026 | Kelly Partners Group is a founder-led serial acquirer of tax and accounting firms with a proven model and a long runway ahead. We explore why the stock’s sharp drawdown, resilient business model, and differentiated approach could make KPG one of the more interesting small-cap compounders today.
Figma: Recovering From An 80% Post-IPO Decline
March 15, 2026 | Figma is a high-growth design software company that may have been punished more for IPO hype than business performance. The question now is whether the stock’s steep post-IPO drawdown has created a more interesting setup, as investors weigh fear, sentiment, and intrinsic value.
Duolingo: Cheap Enough to Become a Multibagger?
March 8, 2026 | Duolingo is a founder-led learning platform with fast growth, a reasonable valuation, and a massive potential runway. We assess whether its business model can remain durable in an AI-driven world and whether it can realistically become the world’s largest learning platform.
Lyft: The Key to Winning the AV Wars?
March 1, 2026 | Lyft may be less of a punch-card compounder and more of a special situation, with its value tied to how the market may be underpricing its strategic relevance. The core debate is whether autonomous vehicles could turn Lyft from a mediocre standalone business into an attractive acquisition target for Big Tech.
Constellation Software: 100-Bagger at Historic Discount
February 22, 2026 | Constellation Software is one of the market’s great compounders, but its premium valuation has long made it difficult to underwrite. With AI concerns triggering its largest drawdown to date, the setup may finally be interesting enough for both new investors and existing shareholders to take a closer look.
Netflix: Winner of the Streaming Wars
February 15, 2026 | Netflix may no longer be the market’s favorite big tech story, but its business continues to compound impressively, with operating profits growing at a strong rate since 2018. After a sharp stock price decline, we take a closer look at whether the market is overlooking the company’s continued earnings power.
Hermès: How much is the Best Brand in the World worth?
February 8, 2026 | Hermès is one of the rare luxury businesses that has consistently justified a premium valuation through brand strength, pricing power, and exceptional shareholder returns. We examine whether its exclusivity, durability, and long-term growth runway can allow the next decade to look anything like the last.
Doximity: The LinkedIn For Doctors
February 1, 2026 | 80% of U.S. doctors are on one platform that doubles as a social network (like “LinkedIn for doctors”) and a suite of productivity tools, including a HIPAA-compliant AI assistant for taking down patient notes, drafting prior authorization documents, insurance appeals, and so on.
Meta: The $600 Billion Bet on AI!
January 25, 2026 | Meta is certainly the most volatile of the Magnificent 7 stocks. A brutal 75% drop in 2022 was followed by an equally astonishing 750% rally. After that kind of rally, it seems implausible for a stock to still trade at attractive levels.
