I've Been Bearish On British American Tobacco For Years But Now I'm Changing My Mind (Archive)
Turning long-held BTI bearishness into a high-conviction, value-backed Buy thesis.
Vish (Hunting Alphas)
Berkshire Hathaway: 3 Reasons To Buy (Archive)
Record cash, thriving insurance, and pro-cyclical subsidiaries support Berkshire’s bullish outlook.
Super Micro Computer: Why It's Still Worth Having In Your Portfolio (Archive)
SMCI combines robust backlog growth, moderated valuations, and technicals that still favor outperformance.
XPLR Infrastructure: Sell Now If You Haven't Already (Archive)
XPLR slashes payouts, pivots to self-funded growth, but remains a bearish transition story.
ASML: Why It's Too Early To Buy (Archive)
ASML’s growth hinges on services as weakening system demand and bookings temper upside.
Nvidia: Not Yet A Buy, Here's What To Wait For (Archive)
Waiting for a deeper pullback before loading up on Nvidia's next growth leg.
Enovix: A Worthy Buy For Asymmetric Upside (Archive)
Enovix offers asymmetric upside as commercialization lags but customer, manufacturing, and R&D milestones advance.