Apache Corp | APA
The economic world has become a strange place. Just at the price of risk and hard assets, it is hitting a peak in US dollar terms; they are hitting a…
Office Hours with Mike & Mark
In this episode of Office Hours, Mike & Mark discuss opportunities in the Electric Utilities.
Netflix Inc | NFLX
Is Netflix about to have a Bud Light moment? This article is for paid members - please login or subscribe for access.
Range Resources Update | RRC
Back in December of 2024, we were bullish on natural gas. We saw the explosion in AI and the need for electric power to energize this new technology. It is…
Applied Materials | AMAT
It is time to revisit the Applied Materials company. This is one of the most important companies in the silicon chip space, to which few people pay attention. This article…
Phillips 66 Update | PSX
It's time to take a closer look at Phillips 66, the gasoline refiner and retailing company. This article is for paid members - please login or subscribe for access.
Lululemon Athletics Inc. | LULU | So Bad it’s good?
Lululemon Athletica Inc. (commonly stylized as lululemon) is a Canadian multinational athletic apparel retailer specializing in premium, technical clothing and accessories for active lifestyles. This article is for paid members…
Trade Desk | TTD
Trade Desk Inc. is one of those companies that gives value investors all kinds of heartburn. It is a company that is both growing nicely and profitable. This article is…
Open Mike / Office Hours
Office Hours are Back! Mike & I will be doing this podcast live every Tuesday at 12:00 noon Eastern time. Tune in if you would like to ask questions.
Local | DLO
DLocal is a company that few of our readers know about. It is for that reason that we decided to discuss it on these pages, as we believe it is…
Inflation, Interest Rates & Small Cap Stocks | IWM
Well, Wall Street and the White House got what they were asking for: a cut in the Fed Funds Rate. This article is for paid members - please login or…