The Trade Desk’s 40% Tumble: Why I’m Not Panicking
In my weekly newsletter the 3-Bullet Sunday on 20 July,...
You’re Not Nervous About Your Stocks—You’re Nervous About Position Sizing
When stocks drop 20%, 30%, or even 50%, our first...
Paycom Q2 2025: Unveils AI Strategy
First off, I'm mildly disappointed nobody on the earnings call...
[1 Aug 25] Portfolio Update: Adding to Continued Execution, Nibbling on Value
After analyzing PayPal's Q2 results, I'm making some portfolio adjustments...
PayPal Q2 2025: The Turnaround Takes Shape
In my Q1 2025 analysis PayPal: Let Alex Chriss Cook...
[25 Jul 25] Portfolio Update: One Sell, Two Potential Buys
After analyzing Alphabet's Q2 results ("Alphabet Q2 2025: The AI...
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