Uber's Hype Vs Reality: What Investors Need To Consider Before Buying In (Archive)
Dissecting Uber’s narrative, I find unimpressive results, premium valuation, and balanced risk-reward.
Vish (Hunting Alphas)
Amazon: Why You Shouldn't Miss Out On Buying The Post-Earnings Dip (Archive)
Buying Amazon’s post-earnings dip to capture long-term margin and growth tailwinds.
Ares Capital's Yields Are Shrinking (Archive)
Shrinking yields, stretched valuations, and rising competition temper my previously bullish ARCC stance.
Alphabet: 3 Reasons To Sell (Archive)
Lagging ad growth, slowing cloud momentum, margin pressure and bearish technicals challenge Alphabet.
AMD: I See Risks That Keep Me On The Sidelines (Archive)
PayPal’s weak user trends and Braintree headwinds overshadow its discounted valuation and improved credit metrics, warranting a Sell rating.
PayPal: Sell Now To Avoid Growth Challenges In 2025 (Archive)
PayPal’s weak user trends and Braintree headwinds overshadow its discounted valuation and improved credit metrics, warranting a Sell rating.
PDI: Buy For A Double-Digit Yield And You May Even Beat The S&P 500 (Archive)
Double-digit bond income with a real shot at long-term S&P 500 outperformance.