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. Username Password Remember…

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.

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…

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.

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 -…

Domino’s Pizza | DPZ
Fast-casual restaurants have been in a bit of a funk over the past couple of years. Some say it is the Wegovy effect, where people on GLP-1s are eating out less. This article is for paid members - please login…

What We Need is More Cow Bell!

It is no secret that many college graduates are up to their eyeballs in debt. Many graduates have the equivalent of a home mortgage but not the house. Most people borrow…

Autos & the Economy

Macroeconomic analysis is not a primary driver of our investment process, but it does play a role. To our way of thinking, there are companies that do well and some…

1 … 228 229 230 231 232 233 234 … 238