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Sep 4, 2026
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4 min read
I wondered whether to buy the dip, this gives me a clear answer.
Aug 31, 2026
6 min read
4.3 million cars are coming online, Wall Street hasn't updated their targets yet.
Aug 26, 2026
5 min read
The problem is what sits underneath them.
Aug 25, 2026
The multiple looks expensive until you realize what earnings are about to do.
Aug 21, 2026
The growth story continues in a different engine, here's my price target.
Aug 19, 2026
1 min read
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