Free Samples

The NFTBC Digest (17 May 2026)

News, Earnings & Links (BMW, CBRS, OBCK, PRCT, REGN)

May 17 • Crashkolnikov

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

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

Musings on the leadership change and future vs past

Oct 3, 2025 • Crashkolnikov

The NFTBC Digest [Free Post]

News, Links, Marginalia and other Curiosities

Sep 21, 2025 • Crashkolnikov

About A Certain Database Company [Free Post]

Reflections on my decision this week to sell a big chunk of Oracle stock.

Sep 12, 2025 • Crashkolnikov

BMW AG - a Deep Dive (Part I)

Bavarian exceptionalism / why BMW is not like other car companies

Jul 1, 2025 • Crashkolnikov

Rolls-Royce Motor Cars

In which I compare the financial prospects of BMW's luxury car business with Ferrari’s.

Mar 16, 2025 • Crashkolnikov

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