Apple: Insourcing Can Structurally Lift Gross Margins (Archive)
Apple’s insourcing of networking components can structurally enhance long-term gross margins and returns.
Archive
5-Minute Pitches Archive for articles published on Seeking Alpha since Sep'22
Costco: Hard To Be Bearish But Also Too Expensive For Buys (Archive)
Costco’s stellar fundamentals clash with stretched valuations, justifying a cautious neutral stance.
CrowdStrike: High Visibility And Longer Term Growth Acceleration (Archive)
CrowdStrike’s accelerating RPOs and Falcon Flex adoption support durable, premium-valued growth visibility.
Palantir: Expectations Are Finally Getting Priced In (Archive)
Palantir’s rally now reflects full expectations, shifting my stance to Neutral/Hold.
CVS Health: Insurance Business Challenges Continue (Archive)
Margin-crushed benefits segment and bearish charts keep CVS unattractive despite optically cheap valuation.
Broadcom: Keep Calm And Let Profits Ride (Archive)
AI and VMware power Broadcom's premium growth, margins, and still-bullish breakout.
Pitney Bowes: Too Late To Buy Now (Archive)
Margin tailwinds realized, but weak growth and fading momentum cap further upside.