Berkshire Hathaway: BRK/B
The Berkshire Hathaway company is the financial media’s darling. And for good reason. It is run by the best capital allocator ever to have lived, the founder Warren Buffett and…
NVDIA: NVDA
NVIDIA is the darling of the Artificial Intelligence/Augmented Intelligence/Machine Learning industry. The company says that its new GPUs will take the world by storm and that cloud computing companies are…
Ring the Cash Register
Since the October 2022 bottom, investors' mood has turned from fear to confidence and complacency. This is usually a sign of a pause if not a retracement of some or…
Hersey: HSY
Hershey is a company we watch with amazement all the time. The company grows revenue and earnings slower than the S&P500 but usually trades at a 25 to 50% premium…
Microstrategy Update: MSTR
Microstrategy is an enterprise software company that focuses on business intelligence. The software helps companies understand customer behavior and business costs, like acquiring and servicing customers. This article is for…
Cisco Systems: CSCO
Cisco Systems is one of the most important companies in the internet infrastructure space. The company was started by a couple of Stanford professors who invented the first commercially available…
Intuit Inc. Update: INTU
On 31 May 2023, we discussed Intuit Inc. This company produces accounting and payroll software that is used by small businesses. They produce tax software used by small businesses and…
Mid Month Update
The stock market has rebounded from the selloff of 2022. While rising interest rates were the reason behind the drop in prices, people no longer seem to care.
US Bancorp: USB
It is no secret that the regional banks just went through a near-death experience. The fall of Signature Bank was a problem nobody cared about because they focused on servicing…
Archer-Daniels-Midland Company: ADM
The cost of food is becoming a more significant issue for working-class Americans. Nothing seems to be going right. This article is for paid members - please login or subscribe…