Latest research01
Credit scoring · Software · Pricing power
Independent investment research
See what the market
hasn’t priced in.
Clear, evidence-led analysis of exceptional businesses — built around quality, competitive advantage and the price you pay. Every thesis ends with a decision.
01 / RESEARCH
Latest investment theses
Business quality first.
Valuation always.
Read the analysis ↗
Latest research02
LNG technology · Royalties · Energy infrastructure
GTT
Exceptional margins. A cyclical earnings stream.
Latest research03
Subsea · Offshore energy · Integrated execution
TechnipFMC
The best subsea story is no longer cheap.
Latest research04
Financial software · AI · Small business
Intuit
The financial operating system AI cannot easily replace.
View all research 10 earlier reports
Latest research note
Read the analysis ↗Uber
The ecosystem is becoming the moat.
Premium research
Read the full report ↗Hesai
Giving physical AI its eyes.
Premium research
Read the full report ↗Schneider Electric
Everyone can see the future. Who will capture the value?
Premium research
Read the full report ↗Exosens
Exceptional technology. A price that demands patience.
Premium research
Read the full report ↗ASML
China built a machine. It has not yet built a competitor.
Premium research
Read the full report ↗Netflix
The winner of streaming faces a new kind of competitor.
Premium research
Read the full report ↗Eiffage
The debt is visible. The compounding engine is not.
Published report
Read the full report ↗GE Vernova
The backlog is real. The valuation is the risk.
Investment thesis
Read the thesis ↗Novo Nordisk
Is the market pricing a slowdown — or making a mistake?
Deep dive
Follow the research ↗Copart
A great business that stopped being untouchable
02 / DECISION FRAMEWORK
MITUXA
Signals.
What may be worth owning for 3–5 years — using the same transparent quality and valuation rules for every company. The classification reflects business quality and valuation, not short-term market timing.
Exceptional Companies Universe · Updated 11 September 2026LONG-TERM BUY10Fundamental · 3–5 years
WATCHLIST61Wait for price
HOLD0No positions yet
REVIEW11Screen exits
ACTIVE LONG-TERM BUY SIGNALS
Quality at the right price.
APPINTUNVOCPRTFICOHUBSMNDYNBIXPEGAPINS
Explore all signals ↗03 / QUARTERLY PORTFOLIO
Experimental · Quarter 01
One Quarter.
Five stocks.
A $10,000 portfolio. Five equally weighted US equities. One quarter to test a disciplined process combining quality, momentum, trend and risk.
This is MITUXA's single quarterly portfolio series. No names during the current experiment, no hindsight, and every result will be reported — positive or negative.
Starting capital$10,000
Positions5
Allocation$2,000 each
Period25 Jul — 25 Oct 2026
Stock 01●
UNDISCLOSED
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$2,000 starting allocationStock 02●
UNDISCLOSED
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$2,000 starting allocationStock 03●
UNDISCLOSED
••••
$2,000 starting allocationStock 04●
UNDISCLOSED
••••
$2,000 starting allocationStock 05●
UNDISCLOSED
••••
$2,000 starting allocationDAILY SCORECARD
Updated after every US market close.
Current value$10,994.20US market closed
Total return+9.94%As of 16 September 2026
Individual holdings and entry prices remain private. Only the aggregate portfolio value and return are published, with one update per market day.