Envision Research
Contributor since: 2021
Articles
VTI Vs. SPY: The Divergence And What It Means
ZIM Integrated Shipping: A Contrarian's View
Ford And General Motors: Thou Shall Look For 1x P/E Stocks
Chevron And XLE: $80 Oil Price Won't Last
Altria And British American Tobacco: Take The Dividends, Stay Out Of The Fed's Way
Tesla AI Day: It's The Battery, Stupid
10 Most Beaten-Downs Buffett Should Buy: Berkshire Hathaway, Verizon In Focus
Apple, iPhone 14, And The China Antithesis
AT&T: If You're Worried, Check Out Lumen
NIO And XPeng Could Enter An EV Winter
FedEx Q1: See It Through The Window Of Dividends
Nvidia: Time To Consider An Option Play
Micron And Texas Instruments: The Most And Least Cyclical Chip Stock
Microsoft And Adobe: Hidden Cost To The Pursuit Of Scale
200 Days Of War's Impact On Energy Stocks: Exxon And Enbridge In Focus
Meta Platforms: The Timeline Is Not For Everyone
Home Depot, Lowe's, And The Magic Dividend Formula
Alibaba: The Charlie Munger And Li Lu Divergence
JPMorgan Chase: I'll Start Buying At $95
September Dogs Of The Dow: Chevron's 3.5% Is Better Than 3M's 5.1%
Amazon Vs. Walmart: BTW, How's Whole Foods Doing?
Palantir: Get Comfortable With Single-Digit Prices
Iron Mountain: The Insiders Are All Selling
AMD: Zen4 And Xilinx Unlock Next Growth Cycle Amid Bloodbath
Apple: Don't Panic, Hold On Like Warren Buffett
Rithm Capital And AGNC: Don't Repeat My Mistake
Nvidia: Prepare For A $125~$200 Trading Window
SMH Vs. SPY: Time To Step Up From QQQ
The AT&T Absurdity: Yield Higher Than PE
Alphabet: Sundar Pichai's Scorecard And Challenges Ahead
CHIPS Act: Intel's Gain And Taiwan Semiconductor's Pain
Lumen Vs. Verizon: Is 10% Yield Too Good To Be True?
Energy Transfer Vs. Suncor: Eat The Cake Now, Or Later?
Tesla Just Took A Stress Test And Passed It
Occidental Petroleum, Exxon Mobil, And The Buffett Premium
Recession Assessment And Action Plan Using S&P 500 And SPY Data
Alibaba And JD.com: Market Absurdity Clashes Against Munger Sanity
Is Meta Platforms A Value Trap?
Walgreens Vs. CVS: I'm Worried About A Dividend Cut
Ford: Back To Basics