Google: Look Up At The Cloud (Archive)
Cloud’s quietly becoming Google’s profit engine, with pricing and margins inflecting higher.
5-Minute Pitches
5-Minute Stock Pitches. Expect 10–20 pitches focused on core stock drivers every month.
Energy Transfer: A Neutral Stand Amid A Tsunami Of Bullish Cheers (Archive)
The lone neutral voice amid Energy Transfer’s overwhelmingly bullish crowd.
Why I Think JEPI Will Outperform SCHD (Archive)
JEPI’s portfolio better reflects my macro views than SCHD’s, especially on energy.
SCHD: Annual Portfolio Refresh Won't Help (Archive)
SCHD’s looming energy overweight risks turning dividend strength into cyclical performance drag.
Meta Platforms: Due For A Time Correction? (Archive)
Meta’s core ad business faces extended headwinds while metaverse bets remain years from clarity.
Rockwell Automation: Narratives Don't Match Numbers (Archive)
Rockwell’s valuations look stretched while manufacturing data and stubborn lead times tell another story.
Discover Financial: 4 Reasons To Buy (Archive)
Hawkish inflation tailwinds, superior loan growth, and valuation upside drive Discover’s appeal.