MicroStrategy ($MSTR): The Corporate Bitcoin Treasury Pioneer MicroStrategy, once primarily an enterprise analytics software firm, has radically reinvented itself as the world's...

Summary points: The sharp stock price drop after a solid earnings report is an entry or accumulation opportunity; Fortinet, despite a cautious guidance due to macro...

Executive Summary: Pool Corporation (NASDAQ: POOL) has established itself as the undisputed global leader in the distribution of swimming pool equipment, parts, and supplies....

Should I revisit my thesis? Should I trim, hold, or sell Adobe $ADBE ? As professional investors sometimes we want to make fast decisions when we see some really bad news on a...

$WISE.L is a growth company, with the profitability of a cash cow, and the valuation of a slow grower. Key Highlights: Wise offers profitable growth in a growing niche...

Pepsi stock is looking cheap, but under the hood, things are a bit shaky The company has gotten into trouble, but I argue why its headwinds are temporary I break down...

The United States is hurtling toward a financial reckoning. With the national debt now exceeding $35 trillion growing by nearly $1 trillion every 100 days the country faces an...

Rheinmetall is riding a surge in European defense spending and geopolitical tensions With many upside catalysts now being priced in, the valuation raises questions We...

Hey Everyone! There’s been a lot of noise lately around Google ($GOOGL). Between lawsuits, AI battles, and aggressive headlines, it’s easy to wonder: Has Google lost its moat?...

Introduction Ray Dalio’s All Weather Portfolio is one of the most famous investment strategies designed to perform well across various economic environments whether in times of...