Insider Stocks · For members
An entry from my investing journal, for members.
After analyzing Alphabet's Q2 results ("Alphabet Q2 2025: The AI Transition Takes Shape"), I'm making some portfolio adjustments. The Sell: Adobe I'm selling my remaining Adobe position. There's uncertainty around their AI solution and ability to monetize it effectively in the face of increasing competition. As I wrote in my recent Adobe report, the company […]
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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