$PLTR // Becoming as indispensable and indestructible crystal ball
Track all markets on TradingView Palantir » PLTR // Info Tech Sector // Strike Price…
$BLDP // Ready to race after 30 year pit stop
Ballard Power » BLDP // Industrials Sector // Strike Price = {subscribe} NOTE: This report…
GRA // Graphene if ya know what I mean
NanoXplore: TSE:GRA // Green 9 // Strike Price = {subscribe} // TL;DR Graphene is 1-10…
NVTS // CHARGE … your devices with gallium nitride
Navitas Semiconductor: NVTS // Orange 8 // Strike Price = {subscribe} // TL;DR Robots are…
NVDA // Robots thank Nvidia for making their brains
Nvidia: NVDA // Blue 8 // Strike Price = {subscribe} // TL;DR We now know…
VFV // Playing it (mostly) Safe in the USA
NOTE: You can have the Strike Price on this one. What’s your buy price? S&P…
How to DCA Better: Bollinger Bands
We’re not huge proponents of Dollar Cost Averaging, but it definitely has its place as…
META // Your Face, Zuck’s Bucks
Meta Platforms: META // Blue 1 // Strike Price = $180 NOTE: You can have…
MAT // Some say, “it’s a Barbie World”
Mattel: MAT // Purple 2 // Strike Price = {subscribe} 10 year CAGR = -8.5%…
MSFT // AI propels MSFT to 35% above intrinsic value
NOTE: “Intrinsic value is a term used in investing to refer to the underlying or…
TSLA // Still undervalued with a 69% Margin of Safety
Track all markets on TradingView Tesla: TSLA // Blue 2 // Strike Price = $222…
ET // but not the kind we had in mind
Energy Transfer // ET // Purple 4 // Strike Price = $13* // TL;DR Buy…
SPWR // So many roofs, so few solar installations … yet
SunPower // SPWR // Green 7 // Strike Price = {subscribe} 10 year CAGR =…
Picking Stocks for the Year 2048
Investment funds run by some college students are taking on an extraordinary challenge: Picking stocks…
TD // Safe? Probably. Lucrative? Not Really.
// This article is more about preserving wealth vs generating wealth than an analysis of…
LICY // Circularizing Battery Supply Chains
LICY // Orange 7 // Strike Price = {subscribe} 2 year CAGR = -28.7% (historical…
Gold Shines in Non-Golden Eras
Gold, a store of value for thousands of years, a backer of currencies until 1971,…
BYDDY // Build Your Dream; cheesy name, big cheese potential
BYDDY // Blue 2 // Strike Price = {subscribe} 10 year CAGR = 25.9% (historical…
TSLA // Under @#$%ing Valued
A comparison study of the financials of BMW, BYD, Ford, GM, Hyundai, Mercedes, Stellantis, Tesla,…
It’s Launch Time
Hello Friends, Family, Acquaintances & Everyone Else My first passion was hockey. In university it…
SQ // Three cheers for bogus short attacks … and Earnings Growth
SQ // Green 8 // Strike Price = {subscribe} 7 year CAGR = 25.3% //…
The Fed, Wall St & Why We Long-Term Invest
Keith, thank you for this excellent analogy on the usefulness of the Fed in today’s…
GVA // Granite, starting to look rock solid
GVA // Purple 7 // Strike Price = {subscribe} 10/y CAGR = 3.4% 1/y CAGR…
RIVN // Calling all weekend warrior pick-up truck enthusiasts with $73K+
RIVN // Orange 2 // Strike Price = {subscribe} 10/y CAGR = TBD … IPO…
ENPH // Green energy nerd alert!!
ENPH // Blue 8 // Strike Price = {subscribe} 10/y CAGR = 46.8% ($4.67 to…
Keep it simple, stupid
“Following the market is much more simpler than you can imagine. When we get too…
Why Patience & Strike $ Matter
Why Patience Matters “The first rule of compounding: Never interrupt it unnecessarily.” – Charlie Munger…
2023 Predictions
Predictions are difficult. I mark myself 7.5 out of 23. See below for results. Happy…