John Rhodes
Articles
Altria: Juul No Jewel
AT&T: Free Cash Flow Yield Alert
MicroStrategy: Margin Call Gaslighting
Target Off Target
AT&T: Let's Do This Again
AT&T: Dumping The Dog
Palantir: Forced Into Neutral
Meta Platforms: Reality Labs, Hardware, And The Artificial Intelligence Story
Coca-Cola: Yield Anchoring
Twitter: The Mystery Of The Elon Musk Steamroller
Shift Back From Digital To Physical World: From Bits To Atoms
Palantir: Green Shoots
Meta Platforms: Buying Frenzy
Kinder Morgan: ESG Leadership
Palantir: GAAP Profitability Plus Stock-Based Compensation
Meta Platforms: This Is Not A Melting Ice Cube
ViacomCBS: The Paramount Global Shift From Value To Growth
Meta Platforms: Myth Busting
AT&T: Unable To Heal From The Dividend Cut
Block: Right And Wrong
Apple: The Great Fruit Mystery
Palantir: Dark Days
Meta Platforms: Ignore The New Name And Focus On What Matters
Intel: My Worst Trade Of 2021
Disney: All Subscribers Are Not Created Equal
AT&T: The Biggest Problem With Congress And The Spinoff News
Palantir: Low End Of Buy Zone
AT&T: The $5-8 Special Dividend Coming In 2022
Square: Jack Dorsey, Bitcoin And Why We've Entered The Buy Zone
Visa: Maybe You Missed But There Is Still A Window Of Opportunity
The Biggest Threat To My 2 Vanguard Beasts
Inflation Versus Dividend Streams
British American Tobacco: Vuse Dividend Insurance
Visa: Keep Calm And Carry On
Amazon: Declaring Victory
When To Buy Visa
Unity Technologies: Is It A Buy?
Palantir: Artificial Intelligence For The Long Term Investor
IBM: Dead Dinosaurs Can't Dance
BP: From Bull To Bear In 8 Years