White Papers  

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...

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).

How We Analyze and Value Stocks

Aug 27, 2018
We hope this serves as a beginner's 'crash course' to equity valuation.

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...

The Case For Driverless Cars: Bonus Wh...

Mar 02, 2018
Self-driving cars are coming, and here's how to position your portfolio.

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...

NXP Getting Its Proper Recognition

Feb 07, 2017
The potential for a takeover is a seminal moment for the company.

Why We Got the Heck Out of Twitter

Feb 07, 2017
It's about portfolio protection.

A Lesson in Managing Expectations

Feb 07, 2017
Starbucks and PayPal are prime examples.

Roller-Coaster of Market Emotions

Feb 07, 2017
Let's look back at how we got here.

When We Would Violate our Cost Basis a...

Feb 07, 2017
We give you a case study in Thermo Fisher and Dow.

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...

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.

A Lesson in Issuing Guidance

Jan 29, 2016
To put it simply, Stanley Black & Decker and Thermo Fisher screwed up.

A Lesson on the Importance of Cash

Jul 08, 2015
And we'll put more of ours to use as prices drop.