Premium
+1
Aug 31, 2026
•
6 min read
OPLN: Your Lease Ends, They Get Paid
4.3 million cars are coming online, Wall Street hasn't updated their targets yet.
Premium
+1
Aug 26, 2026
•
5 min read
NVIDIA's Earnings Were Almost Perfect
The problem is what sits underneath them.
Premium
+1
Aug 25, 2026
•
6 min read
CTOS: A High P/E Stock I Actually Want to Buy
The multiple looks expensive until you realize what earnings are about to do.
Premium
+1
Aug 21, 2026
•
5 min read
How Alibaba's Valuation Changed Post-Earnings
The growth story continues in a different engine, here's my price target.
Premium
+1
Aug 12, 2026
•
5 min read
ROAD: The Roll-Up Nobody is Talking About
This company is quietly buying its way to better economics.
Premium
+1
Aug 11, 2026
•
2 min read
CAVA: Earnings Analysis
Let's see how one of our portfolio holdings has done in our mid-caps thesis.
Premium
+2
Aug 4, 2026
•
5 min read
The Smartest Way to Play the AI Rebound
Markets are plunging into AI again, here's the smart way to do it.
