Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Is Adobe Getting Disrupted?
March 20, 2025, 10:13 p.m.
Is Deere Still Cheap?
Feb. 18, 2025, 9:41 p.m.
The Trade Desk: Thesis Busted?
Feb. 18, 2025, 3:38 a.m.
Don't Focus On ASML's Quarters
Feb. 3, 2025, 2:20 p.m.
5 Cheap Growth Stocks For 2025
Jan. 5, 2025, 11:43 a.m.
The Wall Street Journal Vs. Zoetis
Dec. 26, 2024, 3:32 p.m.
MercadoLibre: Smart Investors Know Why To Buy Now
Dec. 17, 2024, 6:47 p.m.
Zoetis: Are Competition And Price Increases A Cause For Concern?
Dec. 6, 2024, 6:52 p.m.
Is The Market Waking Up To Deere?
Nov. 27, 2024, 7:21 p.m.
Constellation's Trade-Off Between Profitability And M&A
Nov. 13, 2024, 8:37 p.m.
Celsius Stock: 5 Crucial Questions
Nov. 12, 2024, 9:34 p.m.
Nintendo: Management Has Confirmed The Thesis (Rating Upgrade)
Nov. 8, 2024, 5:52 p.m.
Amazon: How Andy Jassy's Merits As CEO Outweigh A Lagging Stock
Nov. 6, 2024, 7:26 p.m.
Understanding Danaher's Cautiousness
Oct. 25, 2024, 1:04 p.m.
Adyen: A Wonderful Company At A Fair Price
Sept. 16, 2024, 4:13 p.m.
Is Hermes A Buy After The Drop?
Sept. 12, 2024, 2:37 p.m.
CrowdStrike: A Strength I Didn't Know About
Sept. 12, 2024, 8:06 a.m.
Is Texas Instruments A Buy Today?
Aug. 21, 2024, 9:55 p.m.
What's Behind Shopify's Surprising Strength?
Aug. 18, 2024, 2:22 p.m.
Constellation Software's Q2: Is The Law Of Large Numbers A Risk?
Aug. 14, 2024, 4:30 p.m.
Celsius: Opportunity Or Trap?
Aug. 9, 2024, 5:56 p.m.
Nintendo's Calm After The Storm
Aug. 7, 2024, 1 p.m.
MercadoLibre: Like A Boss
Aug. 4, 2024, 11:37 a.m.
CrowdStrike: The Assessment Of A Long-Term Shareholder
July 23, 2024, 5:51 p.m.
Understanding Intuit's 2 Most Important 'Risks'
June 18, 2024, 10:18 p.m.