Ben Alaimo
Contributor since: 2022
Company: Hedge Fund
Articles
Micron: Bad Quarter But The Long Term Story Is Strong
Nvidia: Short-Term Pain, Long-Term Gain
boohoo: Deep Value For The Long-Term Investor
Palantir: Undervalued With Russia War And AI Tailwinds
Cloudflare: Every Cloud Has A Silver Lining
Rocket Lab: Undervalued And Going To The Moon, Seriously
Google Is Flirting With 52-Week Lows, Time To Load Up
Coupang: Amazon Of South Korea Is Growing Profits Rapidly
ZIM Integrated Shipping Plans A Monster 50% Dividend: Hop On Board?
Similarweb: Growth, Value, And Big Data Opportunity
Butterfly Network: Bill Gates-Backed With A $12 Billion TAM
Varonis: Value, Growth, And Huge Data Security Tailwinds
SecureWorks: Tasty Turnaround With A $100B Cybersecurity TAM
Absolute Software: Blistering Growth With A $47B Remote Work Opportunity
SolarWinds: Hacked Valuation With Industry Tailwinds
Tenable: Undervalued Leader With A $25 Billion TAM
Leidos: Tech Powerhouse With A Massive Market Opportunity
F5, Inc.: $300 Billion Cybersecurity Opportunity But Fairly Valued
American Tower: Behemoth Backbone Of The 5G Industry
Zscaler: Blistering Growth With A Huge Cloud Runway
A10 Networks: Beats Earnings With Strong 5G Tailwinds
Check Point: Beats Earnings But Still Undervalued
Qualys: Sensationally Profitable CyberSecurity Stock
SentinelOne: Hyper-Growth And Undervalued
Chewy: Investors Are Barking Up The Right Tree
Okta: 33% Crash Equals A Buying Opportunity
Nvidia: Short-Term Headwinds, Long-Term Opportunity
Autodesk: Rapid Growth, High Margins And A Strong Moat
Digital Realty: Decimated Data Center REIT Is Poised To Rebound
Micron: Fortunes Will Be Made
Intuit: Roaring Financials And High SaaS Margins
Domo Crashes By 27% In A Day, Opportunity?
Salesforce: Titan Continues To Dominate After A Solid Q2
Snowflake Smashes Earnings With Blistering Growth
Canadian Solar: Outstanding Quarter With A $369 Billion Biden Tailwind
Palo Alto Networks: Blockbuster Quarter With Rapid Growth
Cisco: Earnings Beat, Undervalued With A Trillion Dollar TAM
Tencent: Backbone Of China's Tech Industry Is Undervalued
Twilio: Earnings Beat, Rapid Growth And Undervalued
ZIM Integrated: Shipping A Monster 40% Dividend