Roku – The Stock Is Too Rich For My Tase
Roku Inc (ROKU) $98 – Nothing compelling about the company Industry/Sector/Type – Streaming/connected TV Biggest catalyst for the stock – […]
A Tumultuous Weak Ahead: The Middle East Erupts
Market Recap: The S&P 500 fell 0.44% WoW to 6,878.84 and the Nasdaq Comp fell 0.95% to 22,668.21. Underneath the
Figma Still Jamming
Figma (FIG) $26 is a cautious buy. Industry/Sector/Type – Software, SaaS/The industry going through massive re-rating Biggest catalysts for the
Stubborn Inflation Persists – PCE Higher Than Expected
Stubborn inflation: The PCE rises 0.4% MoM Fed officials were prescient and fairly objective in not jumping to slashing interest
DoorDash (DASH): Q4 Earnings Confirm My Buy Call
DoorDash – (DASH) $180 post earnings as buyers flock to massive order guidance Two days back I had published an
Cadence Q4 Earnings Defies AI Threats To EDA
Cadence (CDNS) $300 up 7% post earnings. Holding. Cadence’s earnings mitigated and defied fears of AI disruption, as it beat
Intuit Is Finally Available At A Reasonable Price
Intuit (INTU) $378 is looking more like a bargain Positives Strong, market leading products: Intuit (INTU) is a rock-solid company
A Weak Job Market Is Bad For The Economy
In my previous newsletters sent to premium subscriber and in the webinars, I have been wary of a long overdue
Uber Tech (UBER): Worth Buying At $60
Uber Tech (UBER) $69 I’ve always liked Uber but never got an opportune price to buy it. Given the fall
DoorDash (DASH): Reiterating Buy At This Price
DoorDash – (DASH) $160 Buy: I believe the sell off is overdone and the valuation is very attractive: I just
