QUANTIFIER CAPITAL
PORTFOLIO
ARCHIVE
ARCHIVE
5 MEMOS
2026-06-14
NVDA
Nvidia — Compute as a Utility
→
2026-04-02
BRK.B
Berkshire After Buffett
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2026-02-18
CSU.TO
Constellation Software — The Serial Acquirer's Ceiling
→
2025-11-30
FICO
Fair Isaac — Pricing Power in a Regulated Monopoly
→
2025-09-12
NVR
NVR — Asset-Light Homebuilding
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QUANTIFIER CAPITAL