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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.

Energy Transfer: Bulls Are Losing Steam (Archive)

Macro headwinds and peaking EBITDA suggest Energy Transfer’s near-term upside is capped.

Chord Energy: All Focus Is On Shareholder Return (Archive)

Chord Energy is a disciplined cash‑cow, relentlessly prioritizing shareholder returns over growth.