News
MercadoLibre Stock: More To Its Profitable Growth Premium Than You Might Think (MELI)
We previously covered MercadoLibre, Inc. (NASDAQ:MELI) in September 2023, discussing its solid prospects over the next few years, thanks to…
Impinj: Secular Tailwinds Provide Long Runway But Short-Term Headwinds Persist (NASDAQ:PI)
Investment Thesis Impinj (NASDAQ:PI) operates an innovative platform for wirelessly connecting billions of everyday items to the cloud, helping businesses…
My Portfolio Allocation For 2024
Lately, a lot of you have asked me to share my portfolio allocation for 2024, and I am happy to…
Know When To Fold ‘Em
I have some of the best readers and responders on the planet. Sorry to all my fellow contributors here on…
Cleveland-Cliffs Stock Is Still A Bargain (NYSE:CLF)
Instead Of An Investment Thesis I've been covering Cleveland-Cliffs Inc. (NYSE:CLF) stock since June 2021, and all along I've been…
Comtech Telecommunications: Undervalued Gem With Strong Financial Performance
Investment Thesis Comtech Telecommunications Corp. (NASDAQ:CMTL) is an American communications infrastructure and solutions provider headquartered in Melville, New York. In…
GUSH ETF: For Oil Bulls (NYSEARCA:GUSH)
I have written a number of bullish pieces on crude oil and related U.S. production ideas since the summer. I…
Opera Stock: GX Is A High-Potential Product (NASDAQ:OPRA)
Investment thesis Opera (NASDAQ:OPRA) GX browser, coming to the market in 2019, was a breakthrough for the company. Despite GX's…