White Papers

Apr 04, 2019

Apple's new credit card has massive potential for Apple, Goldman Sachs and MasterCard -- and that wil...

Aug 31, 2018

An explainer on how the Fed and the U.S. government impact the economy (and our stock holdings).

Aug 27, 2018

We hope this serves as a beginner's 'crash course' to equity valuation.

Aug 23, 2018

We want to be sure you understand Nvidia's story so when it goes down - and it may, given its volatil...

Mar 02, 2018

Self-driving cars are coming, and here's how to position your portfolio.

Feb 07, 2017

We offer this educational Alert to help subscribers when we refer to the concept in trades and analys...

Feb 07, 2017

The potential for a takeover is a seminal moment for the company.

Feb 07, 2017

It's about portfolio protection.

Feb 07, 2017

Starbucks and PayPal are prime examples.

Feb 07, 2017

Let's look back at how we got here.

Feb 07, 2017

We give you a case study in Thermo Fisher and Dow.

Feb 07, 2017

Samsung's Galaxy Note 7 troubles highlight the contrast between the 2 companies and why Apple remains...

May 25, 2016

A deep dive into how we value a company, employ a margin of error and set a timeframe for analysis.

Jan 29, 2016

To put it simply, Stanley Black & Decker and Thermo Fisher screwed up.

Jul 08, 2015

And we'll put more of ours to use as prices drop.