I am away until 8 September 2026. There will be no new reports until then.
Everything already published stays where it is. The watchlist, the per-stock reports and the results page remain up and unchanged. What stops is new analysis: no refreshes, no new names, and no macro update.
That matters more than it might sound, because the reports carry dates for a reason. A report is a read of a company at a price on a day. Several of the names I refreshed this week moved on nothing the company did — the price had run, or I corrected how I was valuing it. Three weeks is long enough for a signal to go stale, and I would rather say that plainly than have a September reader treat an August report as current.
So if you are reading a report while I am away: check the date on it, check the next-update date, and treat anything overdue as history rather than a current view.
Work resumes in September, starting with the names that have gone overdue in the meantime.