Office Hours | Share Repurchasers, WFC, MSTR
In this week's episode of Office Hours, Mike & Mark discuss the wisdom of passive investing with a tailwind. Specifically, they discuss the wisdom of investing in an ETF that…
Starbucks | SBUX
On September 3, 2025, we suggested that traders sell a cash-covered, near-the-money put on Starbucks common stock. We took this position because, while the company is in restructuring mode, we…
Palantir Technology | PLTR
Palantir Technology is a company we have been watching with keen interest. It is a darling of both defense and AI investors. The reason is simple. The company specializes in…
Bath & Body Works | BBWI
Today, we are going to discuss a favorite, slow-growing, yet highly profitable company that few investors pay attention to. It is Bath & Body Works. I got back on my…
Office Hours | KMB & More
In this week's episode of Office Hours, we discuss the stresses on the banking systems that nobody is talking about. We go on to discuss Palentire with the idea that…
Wendy’s | WEN
The fast food industry has been struggling lately. McDonald's stock price is down, and Chipotle's stock price has fallen hard. Wendy's, the company that is the topic of today's note,…
What’s the Deal with Bitcoin | BTC & MSTR
As our readers are aware, we like Bitcoin as a long-term investment. So long as the Federal Government of the US, every European nation, and most emerging market governments run…
Cisco Systems | CSCO
Cisco was an internet darling. At that time, it was one of the most valuable publicly traded companies out there. The reality set in. This article is for paid members…
Office Hours | BRK.B
In this week's episode of Office Hours, Mike & I discuss gold, inflation statistics, and Berkshire Hathaway. This article is for registered members - please login or click here to subscribe or…
Berkshire Hathaway | BRK.B
It's time to revisit Berkshire Hathaway. BRK.B is one of our favorite boring stocks. The company never has a big announcement, and they make money every year. This article is…
Cognizant Technology Solutions | CTSH
Today, we are going to talk about a company that we have never talked about on these pages, Cognizant Technology, ticker symbol CTSH. This article is for paid members -…
Office Hours | Gold, Copper, FCX, SCCO, BRK/B
In this week's episode of Office Hours, Mike & Mark discuss commodities in general and gold in particular. This article is for registered members - please login or click here…