Crowdstrike Is Growing Well But Investors Can't Benefit From It (Archive)
Crowdstrike’s growth is strong, but valuation, margins and SBC limit upside for shareholders.
Vish (Hunting Alphas)
Credo: An Easter Gift From Mr. Market (Archive)
Tariffs and freight shifts reshape GigaCloud’s margins, risks, and upside potential.
GigaCloud Technology: Quantifying The Impact Of China Tariffs (Archive)
Tariffs and freight shifts reshape GigaCloud’s margins, risks, and upside potential.
Medical Properties Trust: The Case For A Turnaround (Archive)
Early-stage turnaround as improving fundamentals meet still deeply discounted valuations.
Block: Don't Buy Yet, Wait For Confident Commentary In Q1 (Archive)
Tariffs cloud Block’s growth outlook despite Cash App features and healthy Square trends.
Brookfield Asset Management: I Know It Looks Bullish But It's Not A Buy Right Now (Archive)
BAM’s improving portfolio and credit growth are offset by fair valuation and technical resistance.
Solid Power: Here's What To Do Now If You Missed Selling Earlier (Archive)
Deep-value SLDP faces long commercialization timelines, tightening liquidity, and tariff-driven OEM headwinds.