Archive - Qarp Fund

This Week’s Earnings Split Open the Market’s Biggest Secret

Nike beats, McCormick holds, FactSet surges, and one quiet miss tells you exactly where to look next.

Apr 4

March 2026

13F Deep-Dive: The Superinvestor Tech Rotation Is Not What You Think

Everyone says smart money is fleeing tech. The Q4 2025 filings tell a more complicated story.

Mar 26

The Quality Discount: 5 Recession-Resistant Stocks the Market Is Mispricing

With private credit cracking and inflation sticky, here are five names with pricing power, strong FCF, and valuations that haven't caught up to their…

Mar 23

I Analyzed 82 Superinvestor Portfolios. Here's What They're All Buying.

Every quarter, the world’s best investors quietly file their 13-Fs.

Mar 8

The Membership Machine Runs At Full Speed: Costco's Q2 Earnings Show Digital Resilience and Pricing Power

Costco Beat on Both Earnings and Revenue, Yet Market Remains Skeptical

Mar 7

The AI Pivot Is Working. Wix Closes 2025 on a High Note.

Q4 revenue of $524M (+14% YoY), EPS of $1.81 crushing estimates by 23%, and Base44 hitting $100M ARR in nine months — Wix's AI bet is already paying…

Mar 5

Veeva's Vault Migration Is Working. The Numbers Just Proved It.

Q4 FY2026 beat across the board. Vault CRM momentum is accelerating. The $6B path to 2030 is on track.

Mar 5

Broadcom's AI Revenue Doubled. Then Hock Tan Said $100 Billion.

Q1 FY2026 beat across the board. But the CEO's 2027 forecast is what has Wall Street recalibrating.

Mar 5

Sea Limited's Three Engines All Hit 35%+ Growth. Here's What Wall Street Missed.

Q4 2025: revenue surges 38%, all three segments accelerate — but a $0.03 EPS miss sent SE tumbling

Mar 4

AutoZone Beats EPS — But the Market Hit the Brakes Anyway

Sales up 8%, EPS beats by $0.22 — but a $79M revenue miss and margin compression sent AZO down 6.7%

Mar 4

GitLab Hit $1B ARR. Then the Guidance Hit Wall Street.

Q4 FY2026 breakdown: Revenue beat, record $1M+ customers, and a FY2027 EPS guide that missed by 25%.

Mar 4

CrowdStrike Posted a Record Quarter. So Why Did the Stock Drop 5%?

Q4 FY2026 breakdown: $331M net new ARR (+47% YoY), first GAAP profit, and a guidance range that Wall Street wanted wider.

Mar 3

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