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

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Bank of America
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March 2025

Nike
A Cautionary Tale
Mar 4

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Nike
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February 2025

Pinterest
Worth Watching
Feb 18

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Pinterest
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Salesforce
Agents to the Rescue?
Feb 11

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Salesforce
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January 2025

Palantir
More Sizzle than Steak
Jan 24

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Palantir
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Amazon
Wait for a Sale
Jan 13

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Amazon
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December 2024

Google
A Steady 6-10% Compounder with Moonshot Upside
Dec 11, 2024

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Google
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Okta
Cheap for a Reason?
Dec 2, 2024

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Okta
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November 2024

The Gap
An Early Black Friday Deal?
Nov 21, 2024

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The Gap
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HIMS
Is the Growth Real?
Nov 15, 2024
1

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HIMS
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5

October 2024

Wells Fargo's Comeback
Potential for 30% Upside
Oct 23, 2024

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Wells Fargo's Comeback
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April 2023

Banks...again
Boy has it been a fun month for bank investors!
Apr 15, 2023
1

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Banks...again
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