The Apple Card: A Huge, Underappreciat...
Apr 04, 2019
Apple's new credit card has massive potential for Apple, Goldman Sachs and MasterCard -- and that wil...
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Bonus White Paper: What Are Fiscal and...
Aug 31, 2018
An explainer on how the Fed and the U.S. government impact the economy (and our stock holdings).
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How We Analyze and Value Stocks
Aug 27, 2018
We hope this serves as a beginner's 'crash course' to equity valuation.
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DEEP DIVE: The Many Ways the Shorts Mi...
Aug 23, 2018
We want to be sure you understand Nvidia's story so when it goes down - and it may, given its volatil...
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The Case For Driverless Cars: Bonus Wh...
Mar 02, 2018
Self-driving cars are coming, and here's how to position your portfolio.
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How to Calculate Cost Basis
Feb 07, 2017
We offer this educational Alert to help subscribers when we refer to the concept in trades and analys...
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NXP Getting Its Proper Recognition
Feb 07, 2017
The potential for a takeover is a seminal moment for the company.
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Why We Got the Heck Out of Twitter
Feb 07, 2017
It's about portfolio protection.
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A Lesson in Managing Expectations
Feb 07, 2017
Starbucks and PayPal are prime examples.
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Roller-Coaster of Market Emotions
Feb 07, 2017
Let's look back at how we got here.
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When We Would Violate our Cost Basis a...
Feb 07, 2017
We give you a case study in Thermo Fisher and Dow.
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Samsung's Ambition Fails vs. Apple's D...
Feb 07, 2017
Samsung's Galaxy Note 7 troubles highlight the contrast between the 2 companies and why Apple remains...
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How We Analyze Price Targets
May 25, 2016
A deep dive into how we value a company, employ a margin of error and set a timeframe for analysis.
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A Lesson in Issuing Guidance
Jan 29, 2016
To put it simply, Stanley Black & Decker and Thermo Fisher screwed up.
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A Lesson on the Importance of Cash
Jul 08, 2015
And we'll put more of ours to use as prices drop.
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