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Oxford Lane Capital: Why I Think This Is A Yield Trap (Archive)

Highlighting unsustainable payouts from negative cash flows and premium-valued, underwater investments.

Broadcom: VMWare Is Driving An Upgrade In Business Quality (Archive)

VMWare’s software mix is structurally upgrading Broadcom’s margins, cash flows, and growth quality.

Why JEPI Is Likely A Worse Bet Than SPY (Archive)

JEPI’s covered calls, tech underweight, rich valuation, and weak technicals threaten underperformance.

Energy Transfer: Positioned Well For Future Growth (Archive)

Energy Transfer is steadily expanding its footprint to capture rising data center-driven energy demand.

Celestica: Fundamentally Attractive But Priced Dearly (Archive)

Strong hyperscaler-driven growth meets rich valuations and cautious technicals for new buyers.

Alibaba: Bullish On Cloud, International Digital Commerce And Margin Expansion (Archive)

Alibaba’s cloud, international commerce and logistics engines are igniting a profitable turnaround.

Amazon: Time To Buy The Dip (Archive)

AWS revival, margin levers, and supportive technicals make Amazon’s pullback a compelling buy.