A New Week 08/09
A New Week 08/09
Let's go over a check on markets, and what should be on your radar for this week.
Crypto
Hey Gabriel, are there any plans for the future to include crypto in your daily newsletter?
Where Earnings Growth is About to Accelerate
Where Earnings Growth is About to Accelerate
PMIs just revealed where EPS upgrades may come next.
Trade Alert: New AI Positions & Taking Profits
Trade Alert: New AI Positions & Taking Profits
Here's the latest from our trading desk
Uber Earnings: Our Thesis Compounded
Uber Earnings: Our Thesis Compounded
Just as much upside as day one.
Opinion on USAR
Hi, I bought some USAR shares few days ago ahead of the earning reports at about $14. The stock has pumped quite a bit since and I was wondering if it might be a good idea to take the profits or better to hold for the earning reports to come out? Also what is your view on the company? 😃
The Smartest Way to Play the AI Rebound
The Smartest Way to Play the AI Rebound
Markets are plunging into AI again, here's the smart way to do it.
The S&P and the Economy Became the Same Bet
The S&P and the Economy Became the Same Bet
GDP sent a major warning last week, and it changes everything.
Offside Portfolio: Monthly Review
Offside Portfolio: Monthly Review
Let's cover what our portfolio has done right, and where our thesis on future positions stands.
A New Week 08/02
A New Week 08/02
Let's go over a check on markets, and what should be on your radar for this week.
Amazon: Earnings Analysis
Amazon: Earnings Analysis
Strong overall, but there's one massive issue with aggressive accounting practices.
I Changed My Mind About This Company
I Changed My Mind About This Company
The bull case is very well hidden, perfect for investors like you and me to profit from,
Microsoft: Earnings Analysis
Microsoft: Earnings Analysis
Here's everything you need to know about the latest hyperscaler earnings.
Trade Alert: Buying the First Mid-Cap Compounder
Trade Alert: Buying the First Mid-Cap Compounder
Price action just confirmed, due diligence coming your way.
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