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The Next Stage of This Blog
Broader coverage is on the way, with a new section for model-driven stock research and a higher-conviction layer still in development.
Apr 3
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Emil
1
March 2026
Execution Memo No. 12
It is cheap to panic early.
Mar 5
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Emil
2
February 2026
Haypp Watch: Q4 Delivered; Real Growth Confirmed
US momentum accelerating; margins secondary to scale
Feb 13
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Emil
6
Execution Memo No. 11 (New position)
Capital Back at Work; Building the 2026 Book
Feb 10
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Emil
1
January 2026
Haypp Watch: Q4 Revenue Prediction
2025 Q4; Prediction Engine Upgrade and Early Signs of Real Growth
Jan 7
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Emil
6
November 2025
Execution Memo No. 10 (Tempus update)
TechBio Carnage: Not the Time to Panic, Time to Capitalize
Nov 7, 2025
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Emil
2
Haypp Group Q3 (Long Update)
Feeling Bullish. 2026 is Haypp’s Year.
Nov 7, 2025
•
Emil
4
Execution Memo No. 9
Haypp, Tempus, and TPB face their moment of truth
Nov 6, 2025
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Emil
2
October 2025
Haypp Group Q3 Earnings Preview
Weak summer months aside, all signals point to record volumes
Oct 31, 2025
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Emil
4
Execution Memo No. 8
A rapid-fire portfolio rundown and the next moves in motion.
Oct 24, 2025
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Emil
HAYPP Watch: September 2025 & Q3
Haypp looks set for its best quarter ever; I’ll share my Q3 forecast in this report.
Oct 9, 2025
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Emil
3
Execution Memo No. 007
Turning Point Brands: From Vision to Results
Oct 7, 2025
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Emil
2
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