Sitemap - 2024 - 3-Minute Breakdowns

6 stocks to buy in 2025 - Part one

3 stocks to avoid in 2025

Sphere stock can gain in 2025

This European stock is a contrarian buy (XFAB)

Adobe stock is nearing a buy

Red Cat Holdings is up 800%

This small cap stock is far too cheap

SoundHound AI: on the precipice of massive growth?

3 stocks to watch - December 2024 edition

Grab stock is surging

Is SoFi stock worth the risk?

Snowflake stock isn't quite compelling enough

Natera Inc just grew 64%

Estee Lauder stock is down 81%

Can Nvidia keep the party going?

3 stocks to avoid November 2024 edition

This tiny European stock is incredibly cheap

Crocs stock is under 8x free cash flow

A Trump government should help Goldman Sachs

Vertiv is riding the data center boom

Palantir's blowout quarter

3 stocks to watch - November 2024 edition

Coupang stock has room to run

Dollar General has gone back to basics

This champagne business has never been so cheap

Stanley Druckenmiller likes this small cap stock

Is it time to buy the dip in ASML stock?

Sonos stock is one to watch

Robinhood is waking up

State of the stock market - October 2024

Impinj stock is up 332%

3 stocks to watch October 2024

Rentokil stock is beginning to look attractive

Holiday Catch-Up And Investing In Japan

3 stocks to watch September 2024

Reddit is getting a boost from Google

This growth stock just collapsed!

Can Smartsheet stock continue its run?

Adyen is experiencing excellent growth

Upwork stock looks cheap (and attractive)

Occidental Petroleum is a coiled spring

This UK stock looks like a buy

SentinelOne has a lot to like

Ulta Beauty should get better from here

Two stocks to avoid August 2024

Intuitive Surgical is a wonderful business

Starbucks just isn't the same

Samsonite stock is one to watch

PayPal stock is cheap enough

Aspen Aerogels keeps upping guidance

Crowdstrike stock still isn't cheap

2 interesting stocks under $5

Investors didn't like Tesla's earnings

Portfolio Update 3/2/2026

Kinsale Capital is too expensive here

2 stocks worth a look (July 2024)

InMode stock is incredibly cheap

Nubank is firing on all cylinders

Lululemon has a lot to like

Buying more of this stock plus latest portfolio update

Is Nike stock finally a buy?

Marex Group looks solid

Opendoor stock is cheap for a reason

Roaring Kitty likes Chewy stock

Portfolio Review 7/7/2024

Rivian will remain a volatile stock

Unity Software needs to regain trust

Xpeng has plenty of liquidity

Dave & Busters stock could double

3 stocks to avoid June 2024 edition

Portfolio Review 6/23/2024

Adobe juggles profits and lawsuits

UiPath is in a tricky spot

Celsius still has a huge opportunity ahead

The Dream Finders CEO has skin in the game

Tracking Sheet

Portfolio Review - 6/16/2024

Can Salesforce navigate the new normal?

Shift4 Payments is an acquisition target

Diageo stock should be a buy, but is it?

GameStop is a gamble

Portfolio Review - 6/9/2024

Twilio stock is underperforming

3 stocks I'm buying now (June 2024 edition)

Costco stock just hit another new high

Taylor Devices stock is up 150%

Xpel stock is beginning to look attractive

Portfolio Review - 6/2/2024

Superinvestors still like Alibaba

Catana Group looks in good shape

Perion stock is ludicrously cheap

Nvidia stock needs more than AI

DroneShield stock is flying right now

Zoom is out of ideas

The story hasn't changed for AMC

Oddity Technology is disrupting beauty

Warren Buffett, ON Holding and my latest positions

Symbotic has a $23 billion backlog

Is GigaCloud Technology too good to be true?

Down 25%, is Shopify a buy?

Not everyone likes Hims & Hers

Airbnb stock is not a buy now

Is Palantir stock still a buy?

3 stocks I'm buying now (May 2024 edition)

Requests

Photronics stock is under 4x EBITDA

Is Cloudflare a buy after 16% plunge?

My latest positions

Amazon just put up another good quarter

AEHR Test Systems is in freefall

D.R. Horton is still a cheap stock

Adyen, Meta and AI Insanity

Boeing stock falls again

Tesla is all-in on FSD

$7 billion is too much for CAVA

ASML is still on track

Portfolio review 4-21-2024

TSMC stock still has upside

Lululemon hasn't been this cheap since 2017

I just bought this stock! (WISE)

Dell stock has run too far (180%)

DraftKings stock is positioned to win

My latest positions

Is Peloton stock finally a buy?

Investors are still selling Mobileye

3 stocks I'm buying now (April 2024 edition)

Rocket Lab is an intriguing opportunity

A big bet on interest rates

Can Dutch Bros get to 4000?

Nike stock still isn't cheap

MicroStrategy owns 214,246 bitcoins

Portfolio review 3-31-24

Trump's new stock is highly overvalued

Procore software is driving growth in construction

Oracle is building AI data centers

Reddit stock has a lot to prove

Portfolio review 3-24-24

Google and Apple could make a deal

dLocal might be a fraud

Adobe stock just took a tumble

CoStar Group is playing to win

Portfolio review 3-17-24

Ulta Beauty is heading to Mexico

JD stock trades at 3.1x free cash flow

On Holding's growth story is still intact

Intel is plotting an epic turnaround

Duolingo is flying right now

Stocks to watch this week

3 stocks I'm buying now (March 2024 edition)

Sea Limited just turned a profit

Celsius is coming to a store near you

Beyond Meat is deep in the red

3 buys and 1 sell

Snowflake is sandbagging investors

Lucid Group is running out of time

Zoetis stock is worth paying up for

Block is a volatile stock

Lyft is making progress

Nvidia's fair value

Rivian has a demand problem

Nvidia reaches tipping point

Investors are worried about ResMed

Coinbase stock has run too far

Disney still has work to do

A pivotal weak ahead

Robinhood is taking share

Tesla gets an upgrade

Snapchat needs a new mission

Investors are paying up for ARM stock

Portfolio Review 2-11-24

CATL stock is a buy, but there's a catch

Spotify is making all the right moves

3 stocks I'm buying now (February 2024 edition)

Is IBM the new hot stock?

Amazon's flywheel continues to spin

Fighting FOMO

Meta's 14% pop is well deserved

Google can be an AI leader

First Solar is a Goldman Sachs Top Pick

Estee Lauder stock is down 64%

Tesla stock is feeling the heat

Taking some chips off the table

ASML has a backlog of €39 billion

Netflix stock just flipped the script

SMCI is now a momentum stock

VR headsets won't help Apple

Not everyone is bearish on Wayfair

Elon Musk, TSMC and a brand new buy

Coupang is not Amazon

Reading list

Ulta Beauty can beat expectations

Portfolio

Boeing stock may have further to fall

Palantir earnings could be pivotal

My strategy for earnings season

3 stocks to avoid in 2024

PayPal still has a lot to prove

It's too soon to bet on Redfin

Airbnb trades at 19 times free cash flow

My current holdings and an update on Crocs

Toast needs to improve its margins

DoorDash is pulling ahead

What's next for Nike after 40% decline?

Moderna's revenue has collapsed