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Hut 8 | HUT

Back in February of this year, we suggested selling a cash-covered put option on Hut 8. That trade worked well, and we think it is time to lather, rinse, and repeat. For those who do know the Company, Hut 8…
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APA Corp | APA

We believe the oil trade is a situation where we expect oil prices to be higher for longer. And by longer, we mean longer than the average investor suggests. This article is for paid members - please login or subscribe…
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Charles Schwab Corp | SCHW

We have not talked about the Charles Schwab Corporation in some time. Given its current technical setup, we think it makes sense to take a fresh look. This article is for paid members - please login or subscribe for access.
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DLocal | DLO

Today, we return to emerging markets and a payment company, DLocal. Although we discussed it previously, DLocal is a company that few of our readers know about. We like the stock as it fits two investment themes we have right…
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Qualcomm | QCOM

For those paying attention, the share prices of chip companies have rallied to heights few could have imagined just a few months ago. This situation begs the question: are there any opportunities left? This article is for paid members -…
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Berkshire Hathaway | BRK.B

Today, we revert to one of our favorite companies, Berkshire Hathaway. This conglomerate is a company that continues to perform on its financial metrics even while the stock wanders in the wilderness. This article is for paid members - please…
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March 24, 2026
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November 12, 2022
June 11, 2025
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Dollar General: DG

Dollar General has been down in the dumps as it was not able to adjust to rising prices as well as it has in the past. Some have argued that…

June 10, 2025
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Novo Nordisk:NVO Update

On April 23, we suggested investors take a bullish posture on NVO, the maker of Ozempic (a popular diabetes therapy) and Wegovy (the popular weight loss drug). This article is…

June 9, 2025
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Apple Inc: AAPL

Apple put its WWDC25 on today, Monday, June 9. The company uses this annual event to highlight to the world what they are working on and what new products will…

June 7, 2025
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Kraft Heinz: KHC

Kraft Heinz is a bit of an enigma. It is simultaneously one of the great American brands and one of Warren Buffett's biggest mistakes. This article is for paid members…

June 7, 2025
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Office Hours

In this episode of Office Hours, @Michael_Khouw & @MGuthner discuss the dust-up between President Trump and Elon Musk. We go on to discuss DeMark Indicators and what they are signaling…

June 4, 2025
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United Airlines: UAL

If there is an industry that is left for dead, it is the airline industry. The question contrarian investors are asking is, "is the airline idustry done for the moment…

June 3, 2025
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Bath & Body Works

Bath & Body works Bath & Body Works is a global leader in personal care and home fragrance, known for creating products that aim to make the world a "brighter,…

June 2, 2025
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Robinhood Markets. Inc: HOOD

Robinhood is a broker made famous by the GameStop affair. It was primarily Robinhood clients gathering on social media to gang up on the shorts, which were primarily professionals. It…

May 31, 2025
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Office Hours

In this week's episode of Office Hours, Mike & Mark discuss the recent economic numbers and NVDIA. This article is for registered members - please login or click here to subscribe or…

May 31, 2025
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Cameco: CCJ

The nuclear power industry is getting a lot of attention these days. The world is figuring out that data centers running AI apps need massive amounts of electricity to run.…

May 28, 2025
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What’s Next for Bitcoin: IBIT

Bitcoin is the asset of the decade. It has been loved by some and hated by many, but it has delivered a higher return on investment than any other asset…

May 27, 2025
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USA Steel

US Steel has received a buyout offer from Nippon Steel. The Biden administration said it would not let the takeover go through for national security reasons. This article is for…

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