Free Archive

Hims & Hers: Ephemeral Turbulence To Be Followed By A New Phase Of Profitable Growth

A free business update on one of my biggest winners

May 11 •

AT&T: The Re-Rating Is Complete

It's time to hit the pause button...

Apr 24 •

Micron Is A Broken Stock, Not A Broken Company

Looking for a dip buying opportunity, look no further...

Apr 1 •

Sea Limited: Resilience In The Face Of Adversity

Is the Southeast Asian tech giant still a buy? Read our latest free note to find out!

Mar 31 •

CrowdStrike Vs SentinelOne: 2 Cybersecurity Titans, No Winning Play

Fundamental, Quantitative, Valuation, and Technical Analysis

Mar 18 •

MicroStrategy: Intelligent Leverage Or Ponzi?

A peek into Michael Saylor's (Bitcoin) Strategy and the risk of a death spiral

Mar 11 •

Uber: An Early Christmas Gift From Mr. Market

Industry leader at a substantial discount

Dec 14, 2024 •

The Curious Case Of Supermicro's Missing 10-K Report

Sep 30, 2024 •

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