FluentInQuality
Home
Notes
Chat
Deep Dives
The Portfolio
Letters to The Partners
Leaderboard
About
Subscribe
Sign in
Deep Dives
Latest
Top
Discussions
Electromed, Inc. Investment Case (Ticker: $ELMD)
In-depth equity research into the small-cap Electromed, inc.
Jul 4
•
Yorrin van der Graaf
6
2
Deep Dive: Life360, Inc. ($LIF)
~96M monthly active users globally, just turned profitable, targeting Gen Z and parent head-on, but there's missing something....
May 10
•
Yorrin van der Graaf
4
1
EverQuote, Inc. (Ticker: EVER) Investment Case
A detailed EverQuote investment case
Jan 19
•
Yorrin van der Graaf
6
1
Cerillion Plc ($CER) Investment Case
An in-depth investment case on Cerillion Plc
Oct 4, 2025
•
Yorrin van der Graaf
9
1
Interparfums ($IPAR) Investment Case
In-depth analysis on Interparfums, ticker $IPAR.
Sep 22, 2025
•
Yorrin van der Graaf
10
1
Is Protector Forsikring ASA A Buy? (Investment Case)
A complete deep dive into the fundamentals, management, industry, and outlook for Protector Forsikring ASA.
Sep 14, 2025
•
Yorrin van der Graaf
6
1
Norbit ASA Investment Case
A Norwegian compounder hidden in plain sight.
Jul 22, 2025
•
Yorrin van der Graaf
3
2
Is Röko AB A Buy Right Now?
A complete analysis on Röko AB.
Jul 9, 2025
•
Yorrin van der Graaf
13
1
Is Kelly Partners Group A Buy Right Now?
Kelly Partners might be the rare firm turning a boring industry into investor gold.
Jun 17, 2025
•
Yorrin van der Graaf
10
2
3
Is UnitedHealth Group A Buy Right Now?
America’s biggest health insurer — but is it a buy right now?
May 27, 2025
•
Yorrin van der Graaf
7
2
3
Is Games Workshop Group Plc A Buy?
Is this mid-cap the generational compounder for the next decades? Lets find out!
May 11, 2025
•
Yorrin van der Graaf
3
1
Investment Case: Novo Nordisk
A complete investment case on the pharma giant, Novo Nordisk.
Apr 11, 2025
•
Yorrin van der Graaf
18
3
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts