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Capaxe: Our Biggest Update Yet
5 new product improvements for faster and deeper stock research
Apr 26
•
Lucas | Summit Stocks
7
2
The Case for Fewer, Better Stock Ideas
Insights on portfolio concentration from Nick Sleep
Apr 9
•
Lucas | Summit Stocks
18
4
4
Capaxe is Live
The research platform for long-term investors
Feb 11
•
Lucas | Summit Stocks
8
1
Thinking Clearly About Stock Decisions
On the other side of the trade, bias, conviction, and valuation
Jan 22
•
Lucas | Summit Stocks
10
1
2
Upgrading Our DCF Models (and the Thinking Behind Them)
A discounted cash flow (DCF) model has a mixed reputation in the investing community.
Jan 6
•
Lucas | Summit Stocks
7
1
Earnings Transcripts, Calendar, and A Better Valuation Stack
Summit's Analytics version 1.7
Nov 24, 2025
•
Lucas | Summit Stocks
3
6
2
Valuation: Back to Basics, Starting With Expectations
Market expectations, moats, and decision-making
Nov 23, 2025
•
Lucas | Summit Stocks
11
2
1
The Constellation Software Drawdown: A Rare Opportunity
An introduction to VMS serial acquirers and why they're in a drawdown
Oct 22, 2025
•
Lucas | Summit Stocks
28
3
Better Price Charts, New Valuation Methods, and More
Summit's Analytics version 1.6
Oct 20, 2025
•
Lucas | Summit Stocks
6
2
Powerful Watchlists, Clearer Charts, and Early Valuations
Summit's Analytics version 1.5
Oct 1, 2025
•
Lucas | Summit Stocks
11
3
Applying Mauboussin’s Framework to 3 Stock Crashes
Using six simple questions from Mauboussin's "Drawdowns and Recoveries" to judge if a crash is worth buying
Sep 30, 2025
•
Lucas | Summit Stocks
14
2
Stock Drawdowns Are Inevitable: Here’s How to Navigate Them
Insights from Mauboussin’s "Drawdowns and Recoveries"
Sep 25, 2025
•
Lucas | Summit Stocks
15
2
4
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