ARKX: Bet On Drones And Satellites This Decade (Archive)
Drone and satellite demand are mega technology trends powering ARKX this decade.
Vish (Hunting Alphas)
ITB: Don't Ignore Positive Surprises In U.S. Homebuilding (Archive)
ITB: Bullish homebuilding ETF riding positive surprises in sales, rates, and rents.
Teladoc: Unrealistic Assumptions Required To Buy (Archive)
Teladoc’s business model is broken and fails to justify its current valuation.
TPG: Searching For Yield In The Private Markets (Archive)
TPG offers growing, higher-quality fee income and attractive, yield-focused upside for investors.
ARKQ: No Need To Rush For Your Buys (Archive)
Best to wait a few months before reconsidering ARKQ at similar prices.
ROBO: Dragged Down By Manufacturing, Semiconductors (Archive)
Automation mega-trends clash with contracting manufacturing and semiconductor capex, turning ROBO bearish.
M/I Homes: Thriving Despite Sectoral Challenges (Archive)
Favorable positioning and operational excellence drive mispriced upside in a tough housing cycle.