Stock Metal Investment
Snowflake Down 60% But Buffett's Rare IPO Buy Is Still Too Steep
Watsco Is Winning By Digitalizing A Boring Industry
Home Depot And Lowe's: 2 Quality Companies At A Cheap Price
Danaher Spin-Off: What To Do With The New EAS Shares?
NIKE: Does Strong Brand Value Equal Strong Future Returns?
MercadoLibre Is A Better E-Commerce Story Than Amazon
Ametek: A Great Compounder, But Not At A Great Price
Veeva Systems: A SaaS Company Without The Usual SaaS Problems
Adobe: A Proven Compounder Powering The Gig Economy
Zebra Technologies: 'No Signs Of A Recession'
ASML Q2: Full Order Book To Fend Off A Possible Semi Bust
Spotify Investor Day Raised More Questions Than It Answered
Salesforce Is A Buy With A New Focus On Margin Improvement
Teladoc: Why I Was Wrong About This Stock
Prosus: Finally Unlocking Shareholder Value Uncertainties And Lacking Profitability Keep Me Away
Cloudflare: Still Not Cheap After An 81% Fall
Fiverr Stock: Undervalued Based On My Profitability Model
Danaher And Thermo Fisher: Buy These High-Quality Compounders At A Fair Price
BlackRock And T. Rowe Price: These Asset Managers Are Becoming Attractive
ServiceNow: Great Business, But Still Pricey
Zebra Technologies: A Great Business, Finally At A Cheap Valuation
Constellation Software: Searching New Growth Opportunities
Prosus: Between Deep Value And Tencent's China Risk
Sartorius AG: Buy The French Subsidiary Instead
RCI Hospitality: You Can Teach An Old Dog New Tricks
Fiverr: Unlike The Stock, The Company Isn't Broken
ASML Q1 Review: Capacity Expansion Will Drive Growth
Buy MercadoLibre For Its Sticky Ecosystem And LATAM E-Commerce Tailwinds
Salesforce: Buy The CRM Leader After A 40% Drawdown From Highs
CrowdStrike: Buy This Excellent SaaS Company On Weakness
Teladoc's Misunderstood Story And Partnerships With Big Tech Make It A Buy Here
Texas Instruments Is A Vertical Integration And Capital Allocation Master Class
Veeva Systems: Land-And-Expand Strategy Is Working, But The Valuation Is High
Tencent Is At A Crossroads And Will Possibly Be Forced To Take The Wrong Path