Alibaba: Still Not A Buy (Archive)
Alibaba remains cheap but uninspiring without clear growth or catalyst-driven momentum.
5-Minute Pitches
5-Minute Stock Pitches. Expect 10–20 pitches focused on core stock drivers every month.
Berkshire Hathaway: Do As Buffett Says Not As He Does (Archive)
Berkshire now looks fairly valued but faces worsening cash flows and looming underperformance.
CompX International: A Solid Company On The Cusp Of A Growth Recovery (Archive)
CompX rides rebounding locks and marine demand with upside as the cycle normalizes.
Tenable Holdings: An Attractive Play In The Growing Cybersecurity Sector (Archive)
Tenable offers undervalued, market-leading cybersecurity exposure with strong growth and execution.
KCE: Why I'm Very Bullish On This Capital Markets ETF (Archive)
Rate-cut tailwinds and sector-wide deal revival make diversified KCE a compelling buy.
MACOM: Buy As Growth Turns Around (Archive)
MACOM: poised for AI-driven growth as revenues, mix quality and cash flows improve.
Why Ares Capital Is Likely To Underperform The BDC Sector (Archive)
Defensive positioning and floating-rate exposure make Ares Capital poorly placed for easing rates tailwinds.