Latest

Brookfield Infrastructure Partners: One Of My Top Yield Plays In 2025 (Archive)

Data-fueled infrastructure giant at decade-low valuations with attractive preferred yields.

Meta: It's Not Too Late; Buy Now (Archive)

Meta’s AI-driven ad engine and megascale capex can still compound shareholder returns.

Intel Q4: There's No Good News Here, Sell Now (Archive)

Intel’s Q4 disappointments reinforce my bearish stance despite seemingly fair valuation.

Apple: The China Revenue Decline That No One Realizes Is Bullish (Archive)

China weakness masks robust demand, services growth and margin-expanding insourcing tailwinds.

Microsoft: An Overlooked Metric Flashes Cash Flow Conversion Risks (Archive)

Rising working capital quietly undermines Microsoft's strong cash flow conversion.

ASML: Why I'm Bearish Heading Into Earnings (Archive)

Bearish on ASML as capex downgrades, DeepSeek, valuation and technicals cloud earnings outlook.

Oxford Lane Capital: Q3 Results Confirms My Optimism On Deal Activity (Archive)

Record deal growth and rising CLO reinvestment periods, but dilution tempers per-share upside.