Notes From The Beauty Contest

Notes From The Beauty Contest

Home
NFTBC Digest
Regeneron
Bruker
BMW
PTC
Merck KGaA
PRCT
OBCK
CBRS
WPP
Free Samples
Archive
About

WPP

The NFTBC Digest (24 May 2026)
News, Updates & Links (BMW, CBRS, OBCK, PTC, REGN, PBLS, WPP)
May 24 • Crashkolnikov
The NFTBC Digest (3 May 2026)
Earnings, news and links (BMW, OBCK, PRCT, PTC, REGN, WPP)
May 3 • 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
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
© 2026 Crashkolnikov · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture