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Pfizer: Why I'm Staying On The Sidelines (Archive)

Staying on the sidelines despite oncology progress and valuation discount.

Ares Capital: Bullish Due To Higher Deal Activity (Archive)

Bullish on Ares Capital as record deal flow and floating-rate mix drive upside potential.

Microsoft: Backdated Azure Growth And Pricing Discounts Make The Stock Less Attractive (Archive)

Pricing discounts threaten Azure and Copilot margins while Microsoft trades at peak valuations.

Google Says Don't Underestimate Me (Archive)

Evidence-based global equity insights to grow wealth with lower volatility and smarter risk.

Nvidia: Supplier-Led Blackwell Delays Can Push Out Production Timelines (Archive)

Supplier-driven Blackwell delays challenge near-term revenues but cheaper valuations support cautious neutrality.

Dollar General: Margin Erosion Continues, Reiterate Sell (Archive)

Promotions-driven strategy deepens Dollar General’s margin erosion despite modest revenue resilience.

Quantum Computing: Irrational Exuberance (Archive)

QUBT’s soaring valuation masks tiny revenues, heavy cash burn, and questionable governance.