Framework for picking stocks
While investing is more of an art than science, I found it helpful to develop a basic framework…
Decade’s top performers – Apr 8, 2024
With markets at ATH, I looked up the best performing stocks in the past decade. While tech names…
Can MAMA be a recipe for a long term compounder?
Mama's Creations ($MAMA) produces a range of all-natural, refrigerated foods that are available at retailers nationwide. Their main offerings include beef and turkey meatballs, meatloaf, chicken, sausage-related products, and pasta entrees.
Assessing SurgePays’ (SURG) potential to surge
SurgePays, Inc. (microcap, market cap - $67.56M) is a financial technology and telecom company focused on providing essential services to the underbanked community.
Cheat sheet for $BABA’s business segments
Excerpt from June Quarter2023 Results (released Aug 10, 2023)
Reimagining software for equity research
Summary This post explores building an investment platform that helps retail investors analyze a business for investment purposes.…
Can MasterCraft ($MCFT) sail to mean reversion?
tldr: $MCFT feels like a solid small cap strong, cash flow generative business at low valuation. I still…
What’s in my Podcast queue?
What I’m listening to now: What I’m adding to my listening list based on recommendations from Bard: This…