All Articles
- Updates for 3 Software Giants: Microsoft, Alphabet, Atlassian
- Q1 Updates For Visa, Chipotle, and ServiceNow
- Buy Toast
- Several Stock Deletions And Rejections To Cover
- Finally, SaaS At A Reasonable Valuation: Smartsheet
- Do We Finally Have A "Green Dot" Renewable Energy Stock?
- Why I'm Passing On 4 Green Screen Stocks
- Last Q4 Update: ADSK, SNPS, SPT, ADBE
- Is It Time To Place An Order On Toast?
- Looking At Reports From Celsius, CrowdStrike, and Chipotle
- Rejecting GigaCloud and Several Others
- Pinterest Is A Unique And Different "Social Network"
- More Updates! CPNG, SNOW, YOU
- Quarterly Updates For Zscaler, Hims & Hers, and Workday
- Updates: HRMY, MELI, SWAV
- Quarterly Report Updates for MNDY, ABNB, GLBE
- Of Course Google Is A Green Dot Stock!
- Passing on Freshpet and Several Others
- Removing Several Stocks From Watch List
- Updates For Mastercard, Fortinet, and Paycom
- Buy Coupang
- Updates for Adobe, Microsoft, and Atlassian
- Updates for ASML, Visa, and ServiceNow
- Mastercard Is A Great Business Worth A Look
- Can Samsara Fulfill Its Big Potential?
- How To Evaluate A Company's Management
- GreenDot Stocks 2023 Year In Review
- The 5 Durable Economic Moats
- Long-Term, Organic Revenue Growth Is A Key To Investment Success
- Always Buy Companies With Recurring Revenue
- Why I'm Rejecting All Insurance Stocks
- Snowflake Has A Great Business Model, But Is It A Buy?
- Updates for Synopsys, Crowdstrike, and Veeva
- Holiday Cleaning! Disqualifying A Number of Green Screen Stocks
- Updates for Autodesk, Zscaler, and Workday
- It Is Time To Buy Hims & Hers (HIMS) Stock
- Reviewing HubSpot, monday.com, and Global-e
- Reviewing Quarters From Coupang, Celsius, and Clear Secure
- Quarterly Updates for Mercadolibre, Sprout Social, and Shockwave Medical
- Updating Airbnb, Fortinet, and Atlassian
- Quick Look At Reports From ServiceNow, Chipotle, and Harmony
- Paycom Is Our Kind Of Company And It Is Time To Buy
- Quarterly Updates for ASML, Microsoft, and Visa
- Coupang Is The "Amazon of Korea"
- Buy Monday.com!
- Can UGG and HOKA Continue To Propel Decker's?
- Passing on 4 Green Screen Stocks
- Chipotle Is The Best Brand In The 'Fast Casual' Restaurant Space
- Harmony Biosciences Is A BUY
- Passing on Aehr Test and Symbotic
- Updating Zscaler and Adobe
- Workday Is A Green Dot Stock
- Updating Autodesk, Crowdstrike, and Veeva Systems
- Tech Giant Microsoft Is A Worthy Investment Choice
- Taking A Look At Quarters for CELH, MNDY, and SNPS
- Quarterly Updates for TEAM, SWAV, GLBE
- Sprout Social Is Expanding With Tagger Acquisition
- Removing Doximity From Watch List
- Earnings Updates: HUBS, ABNB, FTNT
- Q2 Updates: PAYC, YOU, MELI
- Updating Visa and ServiceNow's Q2 Results
- The Stock Of The Day Is Monday... Dot Com
- A Look At ASML's Q2 2023 Results
- Can Sprout Social Grow Into A Winning Stock?
- Veeva Systems Is An Attractive SaaS Stock
- GreenDot Stocks Is Now Free
- Looking At Adobe's Q2 2023 Report
- Why I'm Passing On Solar Stocks
- Can Doximity Improve Your Portfolio's Health?
- CrowdStrike Q1 2023 Update
- Updates on SNPS, GLBE, and ADSK
- HubSpot Is A Nice Business, But Is It A Buy?
- Is Tesla A Green Dot Stock?
- Updates on Celsius and Shockwave Medical
- Updates for Airbnb and Clear Secure
- Updates: PAYC, FTNT, TEAM, MELI
- Why Global-e Is A Buy Right Now
- Updates on Visa, Mastercard, and ServiceNow
- Buy Zscaler
- A Look At ASML's Q1 Report
- A Look At Inspire Medical and InMode
- Zscaler Looks Like Another Cybersecurity Winner
- Rejecting dLocal and Bill Holdings
- Shockwave Is An Attractive Medical Device Firm
- Updates: Adobe Results, Passing On A Few More Stocks
- Can Celsius Be A Monster Stock?
- A Look At Crowdstrike's Q4 and Annual Results
- Should You Consider Buying Starbucks Stock?
- Passing on Liberty Energy, XPeng, and Cadence
- Good Quarter For Clear Secure (YOU)
- Now Is A Great Time To Buy Visa Stock
- Updating Autodesk, Mercadolibre, and Synopsys
- Digging Into Airbnb's Q4 and Fiscal Year Results
- ASML: A Monopoly In A Critical, Future-Forward Industry
- Reviewing Paycom's Q4 Report
- Fortinet Q4 and FY 2023 Update
- Atlassian Q2 2023 Update
- Semiconductor EDA Face-off: Cadence vs. Synopsys
- Mastercard Q4 and FY 2023 Update
- Looking at ServiceNow's Q4 Results
- Are Oil and Gas Stocks A Buy?
- Paycom: An Inevitable Business Taking Market Share For 20 Years
- A Deep Dive Into The Trade Desk
- Passing On Datadog and Dynatrace
- Do You Know What Your Stock Is Worth?
- Autodesk: Industry Standard For Over 30 Years
- Passing on Dave & Buster's, Chinese Stocks
- Buying ServiceNow and Clear Secure
- Adobe Q4/Fiscal Year 2022 Update
- Passing on Cactus and NexTier Oilfield Services
- ServiceNow Represents The Best Of SaaS
- Buying Airbnb and MercadoLibre
- Passing on Alliance Resources and Regional Banks
- 5 Reasons Recurring Revenue Rules
- Airbnb Dominates The Market It Created
- Passing on Digital Ocean, eXp World Holdings, and Columbia Bank
- CrowdStrike Q3 2022 Update
- Financial Calculators Now Available
- Fortinet Is A Leader In A $200 Billion Market
- Buying Fortinet
- Passing on CONSOL Energy, Staar Surgical, and DoorDash
- All About The Site Redesign
- Buying Atlassian, CrowdStrike, and Adobe
- Clear Secure: A Winner In The Identification and Security Space?
- MercadoLibre Is Latin America's E-commerce Leader
- Passing On Booking.com, Duolingo, and Cameco
- Atlassian Wants To Triple Its Revenue
- Adobe Should Be On Every Investor's Watch List
- CrowdStrike Could Be The Next Big Cybersecurity Winner
Watch List
PINS | 39.34% |
GOOG | 40.83% |
MSFT | -9.83% |
CMG | 95.50% |
SMAR | -16.13% |
ENLT | 13.23% |
SNPS | 63.70% |
SPT | -19.94% |
CELH | -6.21% |
SNOW | 13.80% |
WDAY | 9.78% |
MA | -3.36% |
vs. Fair Value Estimates
Buy List
HIMS | -33.76% |
PAYC | -39.47% |
HRMY | -51.43% |
GLBE | -29.07% |
YOU | -59.98% |
FTNT | -34.58% |
vs. Fair Value Estimates
Hold List
TOST | -22.92% |
CPNG | 9.52% |
MNDY | 4.79% |
ZS | 11.39% |
V | -17.89% |
ADSK | -24.23% |
NOW | 2.97% |
ABNB | -8.74% |
MELI | -17.81% |
TEAM | -2.90% |
ADBE | -18.29% |
CRWD | 24.58% |
vs. Fair Value Estimates