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. Username Password Remember Me     Forgot Password

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…

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…

Uber Technologies | UBER
We have been watching UBER for some time because we like its business model, but we thought the revenue split between the parent company and its independent drivers was unfair and would need to be corrected for the company to…

Memory Chip Stocks | DRAM
The AI trade is coming into question. The share price of all the hardware manufacturers is coming under pressure and trading down hard. We were looking for a pullback in October, but we thought it might have ended a few…

General Mills | GIS
It is no secret that we have been looking for a selloff in October. We think it is too heavily weighted in the AI trade and that October would be a period of lower Tech/AI share prices. This would serve…
September 16, 2025

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

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

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

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

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

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 6, 2025

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

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…

August 28, 2025

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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