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KeenPoint Research

Margin Valley Research

Independent equity research focused on identifying exceptional compounders for durable wealth creation, with selective macro insights.

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PricingOnly free issuesPublishesTwice weekly
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Constellation Software ($CSU) Deep Dive

In 1957, Philip Fisher published the famous book “Common Stocks and Uncommon Profits”, and if you asked me to describe Constellation Software in a phrase, my answer would derive from it: “Boring Software and Uncommon Profits”.

10 days ago
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Markets Are Pricing Headlines, Not Outcomes

Last week had everything. A relief rally, a reversal, a vessel seizure, and a market that moved faster on a diplomatic headline than on any earnings report in months. If you blinked, you missed it. If you traded it, you probably got hurt.

16 days ago
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Meta Deep Dive: The World's Attention Machine Is on Sale — But Is It Cheap Enough?

Right now, Meta is going through its largest capital investment cycle ever. Management has projected $115 to $135 billion in infrastructure spending for 2026 alone; that is nearly four times what the company spent just two years ago. The ma...

18 days ago
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  • Margin Valley Research

    Independent equity research focused on identifying exceptional compounders for durable wealth creation, with selective macro insights.

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