Notes From The Beauty Contest
Subscribe
Sign in
Home
Notes
Regeneron
Bruker
BMW
PTC
Merck KGaA
PRCT
WPP
Free Samples
Archive
About
WPP
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
Year-end Review 2025
Reflections on NFTBC's (almost) first year, NFTBC stock theses (REGN, WPP, BRKR, BMW, PTC, MRK.DE) Portfolio Weightings, Performance & more
Jan 8
•
Crashkolnikov
7
4
WPP - Brief reflections on the week's events
Profit warnings and change at the top
Jul 11, 2025
•
Crashkolnikov
4
WPP x InfoSum
'Playing Leapfrog' (or leaping the frog 🐸 🤭 )
May 14, 2025
•
Crashkolnikov
1
WPP Update
Disaster?
Feb 27, 2025
•
Crashkolnikov
3
WPP
...Multibagger?
Feb 21, 2025
•
Crashkolnikov
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts