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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
December 2024
Google
A Steady 6-10% Compounder with Moonshot Upside
Dec 11, 2024
Okta
Cheap for a Reason?
Dec 2, 2024
November 2024
The Gap
An Early Black Friday Deal?
Nov 21, 2024
HIMS
Is the Growth Real?
Nov 15, 2024
1
5
October 2024
Wells Fargo's Comeback
Potential for 30% Upside
Oct 23, 2024
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