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Berkshire Hathaway: Why I Still Think It Will Likely Underperform The Market (Archive)

Apple concentration, manufacturing weakness and fair-value valuation point to negative alpha ahead.

British American Tobacco: It's Still A Value Trap, But I'm Lifting My 'Sell' View (Archive)

British American Tobacco remains a cheap but catalyst-starved value trap, warranting only a cautious hold.

Oxford Lane Capital: Fundamental Issues Aside, Rate Cuts Are A Tailwind (Archive)

Rate cuts offer OXLC a fragile tailwind amid chronic cash flow and NAV erosion.

Super Micro Computer: Due For A Time Correction (Archive)

SMCI’s stellar run gives way to consolidation as rich valuations cap upside near term.

U.S. Preferred Stocks Look Attractive And PFFA Is A Top-Performing Preferred Stocks ETF (Archive)

Preferred stocks and PFFA offer compelling income, discounts, and alpha potential today.

Oxford Lane Capital Is In A Slump With No Signs Of Recovery (Archive)

Oxford Lane’s high yield masks weakening cash flows, dilution, and shrinking NAV-driven returns.

B. Riley's Balance Sheet Is In Bad Shape With A Risky Solvency Position (Archive)

RILY’s core business faces structural solvency stress despite headline liquidity and recent short squeeze.