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.
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.
Hims & Hers: Undeservedly Undervalued
Nov. 9, 2024, 3 p.m.
SoFi: Monster Move Ahead
Nov. 6, 2024, 10:44 a.m.
PayPal: Just 3 Million Shy Of Making Another Record
Oct. 31, 2024, 4:05 p.m.
Lululemon Athletica: Quality Rarely Trades At A Discount
Sept. 4, 2024, 8:30 a.m.
Palantir: Accelerating But Overheating
Aug. 28, 2024, 12:48 p.m.
On Holding: Up 60% YTD, Still More Room To Run
Aug. 24, 2024, 3:30 a.m.
Grab Holdings: The Good, The Bad, And The Ignored
Aug. 17, 2024, 1:53 p.m.
Undercovered Dozen: Root, Marqeta, Caesars Entertainment, Rumble, Pubmatic +
Aug. 16, 2024, 8 p.m.
Sea Limited: $100 Inbound
Aug. 15, 2024, 4:14 a.m.
Enphase: The Turnaround Begins
Aug. 13, 2024, 6:57 p.m.