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Charter (NASDAQ: CHTR)
Buyer Beware
Dec 1

November 2025

DoubleVerify (NYSE: DV)
Verify Before Buying
Nov 13
Comcast
Broadband or Bust
Nov 4

October 2025

Airbnb
Expect a 7-14% CAGR over five years
Oct 21
Schwab (NYSE: SCHW)
Expect an 8-12% CAGR over five years
Oct 7

August 2025

Workday
Expect a 5-15% IRR over the next five years
Aug 5

May 2025

Bank of America
10-15% compounder with low downside
May 9

March 2025

Nike
A Cautionary Tale
Mar 4

February 2025

Pinterest
Worth Watching
Feb 18
Salesforce
Agents to the Rescue?
Feb 11

January 2025

Palantir
More Sizzle than Steak
Jan 24
Amazon
Wait for a Sale
Jan 13
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