Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
LOGO ETF AI Overview
June 2, 2025, 8:40 p.m.
More on Global Brands Investing - LOGO
S10, Ep 3: February 2025 Dynamic Brands Commentary
March 3, 2025, 8:41 p.m.
S10, Ep 2: +6.85% January - Dynamic Brands Portfolio Update
Feb. 4, 2025, 8:41 p.m.
S10, Ep 2: January 2025 Dynamic Brands Portfolio & Market Update
Feb. 3, 2025, 8:41 p.m.
S10, Ep 1: Dynamic Brands 2024 Portfolio & Market Commentary
Jan. 7, 2025, 8:41 p.m.
Mark Mahaney ISI: Whats in store for TMT in 2025
Dec. 24, 2024, 8:41 p.m.
S9 EP 24 MS Counterpoint Market Notes
Dec. 6, 2024, 8:41 p.m.
S9, Ep 23: GS on the Luxury Sector - Ideas and upgrades
S9 Ep 25 Live Nation Summary from QUARTR App Edge Issue #42
S9, Ep 19: Dynamic Brands November '24 Update & Market Notes
S9, Ep 23: Electricity & Power for AI via Nextera Energy
Dec. 5, 2024, 8:41 p.m.
S9, Ep 21 SalesForce CRM Quarter and Trends in AI
Dec. 4, 2024, 8:41 p.m.
S9, Ep 22: Consumer Staples Update from MS Conference
S9, Ep 20 Adobe, will it be disrupted or is it a raging buy?
S9 Ep 18: MS Black Friday Report Summary
Dec. 2, 2024, 8:41 p.m.
S9 Ep 17 GS: Consumer Dashboard & Spending Update
Nov. 29, 2024, 8:41 p.m.
S9 Ep 15: Dynamic Brands Portfolio Update
S9, Ep 16: Dicks Sporting Goods, Earnings Review
S9 Ep 15: GS 2025 Global Outlook AI Summary
Nov. 28, 2024, 8:41 p.m.
S9, Ep 16: The Brands Fund and our Current Holdings - Outlook
MS Holiday Shopping AI-Generated Q&A
Nov. 27, 2024, 8:41 p.m.
S9, Ep 14: Summary of Dynamic Brands Brochure using AI
Nov. 23, 2024, 8:41 p.m.
S9 Ep 13: Dynamic Brands Oct 2024 Portfolio & Market Update
Nov. 4, 2024, 8:41 p.m.
S9 Ep 13: October '24 Dynamic Brands Portfolio & Market Musings
Nov. 2, 2024, 8:41 p.m.