Bookings Holdings Inc | BKNG
Sometimes you find a stock you are in sync with, and it trades well. Booking Holdings is one such stock for us. This article is for paid members - please login or subscribe for access. Username Password Remember Me  …

Alphabet | GOOGL
Alphabet, the company formerly known as Google, is an interesting company. It is rooted in "old tech" like Search, which drives current cash flow. But the company is making significant investments in "new tech" like quantum computing and AI. This…

Micron Technology | MU
Almost all of the trade suggestions over the past year have been bullish. We have gone this route because 1) the economy is strong, 2) the AI infrastructure buildout is good for old economy stocks like utilities and construction, and…

Chipotle Update | CMG
We have been with Chipotle Mexican Grill since June 2026. We were looking for a turnaround, and that process seems to be taking longer than we originally expected. This article is for registered members - please login or click here…

Netflix | NFLX
Netflix has fallen off investors' radar. This is evidenced by the fact that the stock price has gone nowhere since 2018. This article is for paid members - please login or subscribe for access.

Is Yum Brands Starting to Look Tasty? | YUM
The fast-casual food industry has had some trouble over the past couple of years due to systemic factors (mostly) and self-inflicted wounds. This article is for paid members - please login or subscribe for access.

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…

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