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Quality Analysis
Basic Fit: Europe’s largest gym sells intentions, not workouts
The low-cost fitness giant just turned the corner on free cash flow, acquired Europe’s largest franchise gym network, and is pivoting from aggressive…
Mar 19
•
Ruben van Putten
1
GigaCloud Technology: The cheapest quality business you passed because of its passport
GigaCloud trades at 10x earnings with $417M cash and zero debt. Is the China-founder discount warranted or is this the most mispriced small-cap on the…
Mar 12
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Ruben van Putten
1
Kelly Partners Group: Good Business, Dangerous Narrative
Ticker: ASX: KPG Current Price: Around AUD $6.00 (as at March 2026) All-Time High: AUD $13.60 (February 2025) Analyst Consensus Target: AUD $4.70-4.90…
Mar 5
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Ruben van Putten
1
1
Klarna: The $14 Stock That Can’t Decide If It’s a Bank
Is Klarna a bank, a BNPL lender, or a payments network? The answer determines whether $14 is cheap or fair. We ran the numbers.
Feb 26
•
Ruben van Putten
3
Four quality companies at record-low valuations
The market is handing investors a gift right now.
Feb 17
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Ruben van Putten
The AI quality divide: Why most AI startups will fail the behavioral test
Bessemer's AI report reveals a startling divide: explosive-growth AI startups hit $125M revenue but operate at just 25% margins, while quality-focused…
Feb 10
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Ruben van Putten
5 Quality stocks trading below 15x PE
A market anchored to 30x tech multiples is missing these cash machines.
Feb 3
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Ruben van Putten
1
1
5 Quality stocks trading below 15x PE
Five household names generating 25%+ ROE trading at single-digit to mid-teen P/E ratios. This week's quality screen reveals Merck, UPS, Target, Delta…
Oct 15, 2025
•
Ruben van Putten
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