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The MNSO Dilemma: How to Earn +200% and Still Lose -32% in the Market
The Most Important Data Points for This Analysis
Jun 1
•
Eric García
3
16
CF Is No Longer Enough to Explain Why VRTX Trades at Premium Multiples
A few months ago, when I published my year-end 2025 analysis of Vertex , I ended with a phrase that stuck with me: “the next few quarters could be the…
May 27
•
Eric García
1
6
MINISO 2025: +26% Revenue, +1,100% Debt. Still Bullish?
$MNSO FY2025
May 20
•
Eric García
4
12
TMDX Grew 21% and the Market Crushed It 20% — Who’s Wrong?
Q1 2026 (published May 5, 2026)
May 18
•
Eric García
5
3
AMD just raised the bar for the entire sector
$AMD 2026Q1
May 8
•
Eric García
4
3
The Year Berkshire “Earned Less” and I Slept Better Than Ever
$BRK FY2025
May 1
•
Eric García
2
2
Thirty Years Building Something Nobody Can Easily Copy
$IPAR
Apr 29
•
Eric García
1
1
36% of the U.S. Liver Market Already Belongs to TMDX — And the Ceiling Is Still Far Away
$TMDX
Apr 27
•
Eric García
3
$UNH Lost Nearly 1M Medicare Members — and Its Stock Jumped 7%
Q1 2026 - Written April 21, 2026
Apr 24
•
Eric García
4
4
The Best Results in Its History at the Worst Moment for the Market
$ADBE | FY2026
Apr 6
•
Eric García
6
3
What Made Me Fall in Love with $CROX Is Still There. What worries me, too.
$CROX | 2025FYQ4.
Apr 3
•
Eric García
6
3
Is Medpace Broken? I Don’t Think So
$MEDP 2025Q4
Apr 1
•
Eric García
5
1
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