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Toyota Motor Company | TM

Toyota Motor is probably our favorite auto manufacturer, as it makes more cars than any other in the world. The company made 9.6 million vehicles under the Toyota brand in 2025. Add in the Daihatsu and Hino brands, and total…
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Oil Services | SLB

One of the situations that surprises most retail oil and gas investors is that exploration and production companies did not automatically increase drilling activity when oil prices began to rise after the onset of the war with Iran. This article…
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People are nervous. Should you be? | SPY & QQQ Oil & Rates

The equity markets are at an interesting juncture. About 6 weeks ago, we were looking for a correction in the broad market averages as we interpreted investor behavior a bit frothy. But an interesting thing happened as the scenario played…
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Netflix Update | NFLX

Netflix reported earings on October 20. We thought the performance was just fine. The street thought otherwise. This article is for paid members - please login or subscribe for access.
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Super Micro Computer Inc | SMCI

Back on August 23, we suggested getting long Super Micro Computer Inc when the stock was trading at $37.24 a share. We suggested getting long by selling an October $35 strike put option for $3.09. This article is for paid…
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Hess Midstream LP | HESM

With the leading tech names looking a little wobbly and the AI trade becoming painful, we think it makes sense to continue to look for developing ideas. We have found one that offers high yield. This article is for paid…
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October 17, 2026
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November 12, 2022
September 24, 2025
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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…

September 24, 2025
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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.

September 22, 2025
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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…

September 20, 2025
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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…

September 16, 2025
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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…

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