Brookfield: Ackman’s Big Bet and an Updated Valuation
Brookfield made headlines recently when Bill Ackman, renowned investor and...
Sea Limited: Profitable Growth Arc
This marks the second consecutive quarter in which I’m happy...
Paycom: Turning the Corner?
Before diving into Paycom's latest earnings, let's recap the challenges...
Stocks that I’m selling, trimming, or holding. And why.
I’m pretty happy with the companies in my portfolio right...
Why I’m Taking Profits in the Stock Market Now
It's been nearly a decade since I last made the...
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