Review schedule
When to expect new research. Every holding gets a dated update after its earnings, and the portfolio gets a letter every quarter.
What I publish, and when
| Post | When | What it covers |
|---|---|---|
| Earnings update | Within 7 days of each holding's results | Results vs my estimates, thesis check, value range, action |
| Quarterly letter | By the 20th of the month after quarter end | Weights vs bands, performance vs both benchmarks, changes made |
| Annual review | Every January, starting 2028 | Every holding re-underwritten at today's price; allocation revisited |
| Event update | Within a week of a trigger | Guidance cut, acquisition, management change, a "wrong if" signal, or a drop over 20% |
Coming up
Est. means the company hasn't confirmed its earnings date yet; dates move when it does.
- AAR fiscal Q2 earnings update Est.
- Q4 2026 quarterly letter Set
- Kinder Morgan Q4 and CACI fiscal Q2 updates Est.
- Eaton Q4 update Est.
- Kratos Q4 update Est.