Everything published.
Every note the firm has published, with the reference it was filed under and the position it disclosed on the day it went out.
References run in sequence from SER-0001 and are never reused, so a gap in this table would be visible. Nothing published has been withdrawn or quietly revised. What each note concluded is in the note, where its conditions are attached to it.
| Ref | Published | Note | Type | Position held |
|---|---|---|---|---|
| SER-0007 | 19 Aug 2026 | Carnival Corporation: the recovery is priced in, the re-rating isn't NYSE: CCL · Initiation | Valuation | Long |
| SER-0006 | 11 Aug 2026 | Flutter Entertainment plc: a global compounder navigating a contained shift NYSE: FLUT · Position Review | Valuation | Long |
| SER-0005 | 8 Aug 2026 | Intel Fab Watch, Issue 02: building and subtracting at the same time NASDAQ: INTC | Monitor | Long |
| SER-0004 | 6 Aug 2026 | Uber Technologies, Inc.: pricing 6% growth into a 20%+ compounder NYSE: UBER · Research Note | Valuation | Long |
| SER-0003 | 17 Jul 2026 | Intel Fab Watch, Issue 01: the baseline issue NASDAQ: INTC | Monitor | Long |
| SER-0002 | 8 Jul 2026 | Adobe: results keep improving, the multiple keeps falling NASDAQ: ADBE · Initiation | Valuation | Long |
| SER-0001 | 5 Jul 2026 | Flutter Entertainment plc: a sum-of-the-parts case for a contrarian long NYSE: FLUT · Research Note | Valuation | Long |
7 notes, 5 Jul 2026 to 19 Aug 2026. This table is built from the notes themselves, so it cannot disagree with them.
What the two types mean
Valuation — the note puts a number on the company and argues a position. The figures are the arithmetic consequence of the assumptions stated beside them, not forecasts or targets.
Monitor — the note tracks developments and explains their mechanics, and offers no view on the price or value of any security at all.
Why the position is on this page
Because a reader is entitled to know the firm had money behind the argument, and which way, before weighing it — and to be able to see that across everything published rather than one note at a time.
A position shown here was accurate on the day that note published. It may have changed since, without notice. What follows from that is set out under disclosures, and the firm's regulatory status is stated in full.