Institutional-Grade Analysis on Global Equity Markets

From a Senior Portfolio Manager with 10+ years of experience in Global Equities. Every Sunday, you'll receive one piece of in-depth analysis on the key trends shaping the markets. No hype. No noise.

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Aug 26, 2025

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3 min read

NVIDIA Earnings: What's Priced In vs. What Actually Matters

Cap Drift
Cap Drift
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Aug 24, 2025

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8 min read

UnitedHealth Group: Trapped in the Unfixable Squeeze

Cap Drift
Cap Drift
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Aug 17, 2025

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6 min read

Waste Management: Analyzing the Path to a 33% Margin

Cap Drift
Cap Drift