Monday, March 2

Monday, March 2, 2026

Everything we published on this day.

5 stories

Constellation Software and Roper Technologies became 13% and 16% holdings after an AI-driven software selloff, while Ashtead and Kraft…

D Invests Mar 2

Sleep Well Portfolio cuts SPS Commerce after assessing AI risk across 12 software holdings, finding deterministic, rule-based data…

Sleep Well Investments Mar 2

Hydreight Technologies (NURS.V) is a digital-health business with growing revenue, partners and customers, positioned as an acquisition…

Byron Street Research Mar 2

Kaspi.kz’s 850 KZT ADS dividend establishes a roughly 9% yield after Hepsiburada spending; Japanese buyback disclosures test whether 0.61x…

Cluseau Research Mar 2 2 clicks

AerCap sells aircraft at 2x book value and repurchases stock near 1x book, cutting shares outstanding 31% in three years.

Bristlemoon Capital Mar 2 1 click