Archive | RatedA

Netflix: a lesson in capital allocation

Investor brief: what changed at RatedA, and what matters in today's market.

Terry Smith blinked: what Fundsmith's momentum turn really tells us

Jul 13, 2026

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4 min read

Terry Smith blinked: what Fundsmith's momentum turn really tells us

Investor brief: what changed at RatedA, and what matters in today's market.

Jul 6, 2026

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4 min read

Neoclouds, watch out!

Investor brief: what changed at RatedA, and what matters in today's market.

Jul 1, 2026

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5 min read

RatedA's Top Stocks For July

Our top picks for July 2026

Jun 29, 2026

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4 min read

Micron, memory, and moats

Investor brief: what changed at RatedA, and what matters in today's market.

Jun 22, 2026

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4 min read

The end of consulting?

Investor brief: what changed at RatedA, and what matters in today's market.

Adobe: a masterclass in uncomfortable investing

Jun 15, 2026

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3 min read

Adobe: a masterclass in uncomfortable investing

Investor brief: what changed at RatedA, and what matters in today's market.

The AI bubble debate just got more interesting

Jun 8, 2026

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4 min read

The AI bubble debate just got more interesting

Investor brief: what changed at RatedA, and what matters in today's market.

Jun 1, 2026

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4 min read

RatedA's Top Stocks For June

Our top picks for June 2026

In 2026, should you invest... or simply follow the crowd?

Jun 1, 2026

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3 min read

In 2026, should you invest... or simply follow the crowd?

Investor brief: what changed at RatedA, and what matters in today's market.

May 25, 2026

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3 min read

The AI bill is coming due

Investor brief: what changed at RatedA, and what matters in today's market.

Elon Musk Is About To Pull Off The Heist Of The Century

May 24, 2026

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6 min read

Elon Musk Is About To Pull Off The Heist Of The Century

Elon Musk is about to pick your pocket, legally

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