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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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