Notes From The Beauty Contest

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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
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
WPP - Brief reflections on the week's events
Profit warnings and change at the top
Jul 11, 2025 • Crashkolnikov
WPP x InfoSum
'Playing Leapfrog' (or leaping the frog 🐸 🤭 )
May 14, 2025 • Crashkolnikov
WPP Update
Disaster?
Feb 27, 2025 • Crashkolnikov
WPP
...Multibagger?
Feb 21, 2025 • Crashkolnikov
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