Archive

Jun 21, 2024

Uncertainty is our advantage.

Jun 20, 2024

Follow the money.

Jun 16, 2024

Streaming is playing out according to plan.

Jun 15, 2024

AI ads could unlock more cost effective creative for advertisers.

Jun 14, 2024

Watch the business, not the stock.

Jun 13, 2024

Apple's AI may be "good enough" to destroy a lot of competitors.

Jun 9, 2024

Sometimes the simplest answer is the best one: Nothing.

Jun 8, 2024

On Holding continues its focus on famous female endorsements.

Jun 7, 2024

"We just can't imagine a world 5 years from now where every child doesn't have access to a health monitor at home."

Jun 6, 2024

There's a 10x opportunity staring us in the face.

Jun 2, 2024

UiPath, Salesforce, and Dell are telling us something.

Jun 1, 2024

I'm buying 3 stocks and selling 1.