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.
Q1 2025 Portfolio Update
April 15, 2025, 3:02 p.m.
Beyond Firewalls: Fortinet’s Vision for Cyber Dominance
April 10, 2025, 11:01 a.m.
March 2025 Valuation Update
April 3, 2025, 2:16 p.m.
Rentokil - Still Bugged by Execution
March 29, 2025, 12:28 p.m.
Beyond Firewalls: Fortinet’s Vision for Cyber Dominance (Part 1)
March 20, 2025, 7:25 p.m.
Adobe’s Q1’25: Is the Post-Earnings Sell-Off an Opportunity?
March 19, 2025, 4:52 p.m.
Industry Overview #4
March 13, 2025, 12:01 p.m.
2025 March Stock Idea
March 6, 2025, 1:26 p.m.
February 2025 Valuation Update
Feb. 28, 2025, 5:13 p.m.
AMD Deep Dive: From Underdog to AI & Data Center Contender
Feb. 20, 2025, 8:15 p.m.
Industry Overview #3
Feb. 14, 2025, 11:31 a.m.
PayPal Q4'24 Earnings
Feb. 8, 2025, 4:36 p.m.
Estée Lauder’s Turnaround: Can “Beauty Reimagined” Restore Growth?
Feb. 7, 2025, 1:03 p.m.
2025 February Stock Idea
Feb. 5, 2025, 6:02 p.m.
META – AI CAPEX investments are still going strong
Feb. 3, 2025, 5:17 p.m.
January 2025 Valuation Update
Feb. 1, 2025, 12:01 p.m.
LVMH: Has Luxury Finally Hit Bottom?
Jan. 30, 2025, 1:05 p.m.
UK Economy Pressures: Can Greggs Rise Above?
Jan. 22, 2025, 1:47 p.m.
Revamping Our Investment Newsletter for 2025
Jan. 15, 2025, 5:11 p.m.
Carrier Global: Is This HVAC Leader Still a Buy?
Jan. 13, 2025, 8:01 p.m.
2024 Portfolio Update
Jan. 9, 2025, 1:03 p.m.
3 Undervalued Stocks to Watch for FY25
Dec. 31, 2024, 5:59 p.m.
December 2024 Valuation Update
Dec. 27, 2024, 2:31 p.m.
Adobe: Is AI expected to kill the company or help it thrive?
Dec. 26, 2024, 6 p.m.
Leslie's, Inc. (LESL): Swimming Against the Current - Buy the Dip?
Dec. 16, 2024, 6:01 p.m.