Investment Fodder

CoStar Group (NASDAQ: CSGP)

Like Bloomberg, but also Salesforce

Sep 30

2

Mobility Global

Get that Carfax Money (NSYE: MBGL)

Sep 14

1

May 2026

My Two Cents on AI

Short NVDA

May 15

March 2026

February 2026

Versant

Maybe a Few Puffs in the Cigar Butt

Feb 26

January 2026

Morgan Stanley

Wealth Management for the Win

Jan 31

2

Goldman Sachs

A Retrospective

Jan 22

December 2025

Adobe

Cheap for a Reason?

Dec 15, 2025

1

Charter (NASDAQ: CHTR)

Buyer Beware

Dec 1, 2025

November 2025

DoubleVerify (NYSE: DV)

Verify Before Buying

Nov 13, 2025

Comcast

Broadband or Bust

Nov 4, 2025

1

October 2025