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The NFTBC Digest (19 April 2026)
News and links (BMW, BRKR, CBRS, PTC, REGN)
Apr 19
•
Crashkolnikov
Ottobock SE & Co. KGaA (OBCK)
A 100-year old medtech Hidden Champion has debuted on the market. I take a good look at the moat, the growth opportunities and share some thoughts on…
Apr 15
•
Crashkolnikov
4
1
The NFTBC Digest (5 April 2026)
News and links (BMW, BRKR, PRCT, PTC, REGN)
Apr 5
•
Crashkolnikov
1
March 2026
Podcast, News and Other Thoughts
NFTBC on the Business Brew / Research Pipeline / NFTBC Process
Mar 29
•
Crashkolnikov
5
BMW 2026: Entering the Final Straight
After eight years of flat volumes, a return to growth might finally be coming into view
Mar 18
•
Crashkolnikov
4
The NFTBC Digest (15 March 2026)
Portfolio change, News and links (BMW, BRKR, MRK.DE, PRCT, PTC, REGN)
Mar 15
•
Crashkolnikov
1
WPP: Lost Cause or Cause for Hope?
WPP’s weaknesses are well known: strategic missteps, execution failures, business-model pressure and disruption risk. Less understood is the possibility…
Mar 8
•
Crashkolnikov
5
Procept Biorobotics - checking in on Larry's strategy
"I'm building this thing with a multiyear plan in place, not an individual quarter" / "I think we’ll have a really healthy business"
Mar 1
•
Crashkolnikov
4
February 2026
The NFTBC Digest (22 February 2026)
Tickers: BMW, BRKR, REGN/OCUL/ALNY
Feb 22
•
Crashkolnikov
1
Bruker: reflections following 2025
Light at the end of the tunnel / the evolving nature of Bruker / guidance track record
Feb 13
•
Crashkolnikov
1
The NFTBC Digest (8 February 2026)
Portfolio change, News and links (BMW, PTC, REGN)
Feb 8
•
Crashkolnikov
3
PTC - Q1 FY26 and update on go-to-market progress
"the whole game is to build a durable, accelerating growth company"
Feb 6
•
Crashkolnikov
3
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