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.
5-Minute Pitches
5-Minute Stock Pitches. Expect 10–20 pitches focused on core stock drivers every month.
Nvidia Q4 Preview: A Post-Earnings Correction Can Be A Buy Opportunity (Archive)
Backlog strength, mix-driven margin gains and trough-like valuations set up an attractive pullback buy.
Palantir: Strong Momentum But Likely Still Below Market's Expectations (Archive)
Palantir’s red-hot momentum is colliding with sky-high expectations and peak valuations.
Charles Schwab: Mr. Market Says Actions Speak Louder Than Words (Archive)
Waiting for Schwab to prove cheaper funding before renewed alpha potential.
M/I Homes Is Not A Good Buy Now (Archive)
M/I Homes’ backlog and margins signal slowing growth, limiting further alpha despite cheap valuation.
Intel: Don't Bet On It Catching Up To TSMC (Archive)
Intel’s rich valuation and structural headwinds make its recent outperformance vulnerable.
Solid Power: Time To Start Accumulating (Archive)
Solid Power offers asymmetric upside as it advances toward commercialization with substantial liquidity.