ACN

1. October 2026 1 entry
   Oct 17, 2026

   Substack · Madison and Wall

   M&W SATURDAY SUMMARY: Publicis+Havas 3Q26 Results, Accenture’s Investor Day, Rakuten Expands Global TV Business + More Examples of Media Sales Consolidation in Germany, Japan and China

   For Week Ending Oct. 17, 2026

   ACN263 words

   Since publication +4.4% α +4.5 pp vs S&P 500 · USD

2. September 2026 1 entry
   Sep 19, 2026

   Substack · Madison and Wall

   M&W SATURDAY SUMMARY: TikTok’s Ongoing Ad Growth, Accenture’s Push Into US Media, Retail Profits’ Impact on Advertising, MediaForEurope’s Latest Results and More

   For Week Ending Sept. 19, 2026

   ACN430 words

   Since publication +32.8% α +34.0 pp vs S&P 500 · USD

3. July 2026 1 entry
   Jul 26, 2026

   Substack · The Little Substack that Beats the Market · Carlos Aguiar

   Accenture: AI Doom or AI Opportunity? (free analysis)

   AI fears, a depressed valuation, and a near-13% shareholder yield

   ▲ BullishACN2,721 words

   Since publication +60.5% α +56.9 pp vs S&P 500 · USD

4. June 2026 1 entry
   Jun 22, 2026

   Substack · AdCeo. Reflexiones sobre la industria publicitaria en España · Daniel Casal

   HP para Publicis. American Express compra TheFork. Desplome histórico de Accenture.

   Semana del 22 de junio del 2026: Noticias, Actividad de M&A, resultados de compañías, podcast, lecturas interesantes, nuevos nombramientos

   AXPACNES2,272 words

   Since publication ACN +98.1% α +95.3 pp vs S&P 500 · USD

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.