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.
Sea Limited: $200 Inbound
June 2, 2025, 5:44 p.m.
On Holding: A Class Of Its Own
May 29, 2025, 9:36 p.m.
Lemonade: Fundamentals Set To Accelerate After Q1 Hiccup
May 27, 2025, 6:09 a.m.
Marqeta: Let GAAP Profitability Do Its Magic
May 22, 2025, 5:08 p.m.
Grab: Two Major Catalysts Ahead
May 16, 2025, 1:54 p.m.
Hims & Hers: The Road To Blue Chip Status
May 8, 2025, 1:45 p.m.
PayPal: The Cheapest It Has Ever Been
May 6, 2025, 9:11 a.m.
SoFi: Don't Sleep On Its Massive Potential
May 2, 2025, 8:10 a.m.
Tesla: The Great Unlock
April 25, 2025, 2:31 p.m.
Marqeta: High Risk, Higher Reward
April 22, 2025, 6:14 p.m.
Sea Limited: The Stock Deserves More
April 16, 2025, 8:17 a.m.
On Holding: Premium Positioning Should Soften Potential Tariff Blows
April 9, 2025, 12:36 p.m.
A Deep Dive On Lemonade
April 9, 2025, 5:39 a.m.
Palantir: Defying Valuation Gravity
March 31, 2025, 8:17 p.m.
Tesla: The 50% Selloff Looks Tempting (Rating Upgrade)
March 24, 2025, 7:54 p.m.
Hims & Hers: A Generational Dip-Buying Opportunity
March 2, 2025, 2:30 p.m.
Grab Holdings: This Is Not A Meme Stock
Feb. 23, 2025, 1:06 p.m.
PayPal: Don't Wait Till It's Too Late
Feb. 12, 2025, 6:32 p.m.
SoFi: $25 In 2025 Is Not Unreasonable
Feb. 7, 2025, 10:08 a.m.
Tesla: Aiming For The Moon
Jan. 17, 2025, 8:35 p.m.
Sea Limited: The Three-Headed Monster Roars On
Dec. 17, 2024, 7:03 p.m.
Palantir: Back To 2021 Valuation
Dec. 6, 2024, 12:42 p.m.
Opendoor: Beaten And Forgotten
Nov. 25, 2024, 6:01 p.m.
Marqeta: Stuck In Another Limbo
Nov. 21, 2024, 2:38 p.m.
Grab: A Waking Giant
Nov. 17, 2024, 8:30 a.m.