Must Reads
Palantir: Why Isn't Anyone Talking About This?
Palantir reporting weak Q3 guidance is something investors could’ve expected. What really matters is the fact that Palantir’s business continues to gr...
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Sea Limited: Ready To Emerge From Its Battering
Sea Limited heads into its Q2 earnings release on August 16 as market sentiments on unprofitable growth stocks have improved markedly. We are also con...
Microsoft: It's Not Always A Buy
Microsoft stock has recovered remarkably since its Q4 earnings release, adding to further gains since its June bottom. We are confident that its June ...
Shopify: Turning Bullish In A Time Of Maximum Pain
Despite the naysayers, it is important to note that most tech giants have gone through periods of unprofitability during times of aggressive growth. T...
Altria: The Valuation Is Too Cheap For This High Margin Cash Cow
Altria sold off recently as they wrote down their Juul investment. The company is trading under 10x earnings, well below the average multiple of 14.1x...
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