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Microsoft | MSFT

Everyone is worried about the Mag 7, as many of these companies are hyperscalers making huge investments in AI compute. Investors are worried that these companies will build it, but they will not come. This article is for paid members…
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Albertson’s | ACI

There is rarely a situation in which one can find an asymmetric payoff in an old-economy stock. We think we may have found one. This article is for paid members - please login or subscribe for access.
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T. Rowe Price | TROW

Today, we thought we would return to one of our favorite buy-write names: T. Rowe Price, the asset management company. This article is for paid members - please login or subscribe for access.
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GoDaddy | GDDY

GoDaddy is the company we all interact with, even though we do not directly use their products. GoDaddy is one of the companies that registers web addresses and provides infrastructure and services for hosting and building websites. In fact, our…
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Oracle Corp | ORCL

The most hated Mag 7 adjacent, Tech, Cloud, Enterprise Software, AI stock is Oracle Corp. This article is for paid members - please login or subscribe for access.
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Dominion Energy | D

The one bottleneck to AI that everyone seems to agree upon is energy. Data centers are energy hogs, and the US is undergoing a significant upgrade to its energy grid to accommodate them. This article is for paid members -…
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March 24, 2026
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November 12, 2022
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Sherwin Williams | SHW

Sherwin-Williams is a company most of us know, as it has been around for all our lives. This article is for paid members - please login or subscribe for access.

September 15, 2025
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Novo Nordisk Update | NVO

Novo Nordisk is an ethical drug development company operating out of Denmark. It is a company we think will perform well, with an undervalued stock. This article is for paid…

September 13, 2025
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Biogen | BIIB

One of the sectors left behind in the grand bull market that has taken place since the great financial crisis is biotech stocks. One of the prominent companies in this…

September 10, 2025
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Charlie Kirk | Rest in Peace

We will not have any posts or articles to share today. We do not have the strength to carry on, as we just learned that our brother and friend, Charlie…

September 9, 2025
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Cracker Barrel | CBRL

Cracker Barrel is a company in the news these days, and not for a good reason. It is one of many companies that turned its back on what made it…

September 8, 2025
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United Parcel Service | UPS

United Parcel Service, aka UPS, is a company home shoppers know and love. It is also well-known to investors but not particularly loved. This article is for paid members -…

September 7, 2025
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Gold Still Glitters

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September 6, 2025
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Lyft, Inc. | LYFT

Lift Inc. is one of two companies that operate an app-based, on-demand ridesharing service in the United States. But let's not forget there are lots of ridesharing platforms operating in…

September 3, 2025
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Starbucks: SBUX

The Starbucks Corporation is a company that coffee achievers know and love. Investors have had a long-term love affair with the company, but lately, they are thinking of divorce. This…

September 2, 2025
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Close CVS Trade: CVS

It's time to close the CVS trade we initiated in April 2025. This article is for paid members - please login or subscribe for access.

August 30, 2025
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Dell Technologies Inc.: Dell

The AI phenomenon is a story that is front and center every day. NVIDIA is the big winner, but there are others. There are a slew of privately held startup…

August 28, 2025
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GlaxoSmithKline: Trade Update: GSK

Back on December 21, 2024, we discussed an income-producing trade on GlaxoSmithKline, the big European drug development company. This article is for paid members - please login or subscribe for…

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