Alibaba Q3: Big-Short Michael Burry's Long Position
Michael Burry’s lasted 13F disclosure reveals he had established a sizable long position in Alibaba. See why I share his view on BABA stock ahead of earnings.
AT&T Q4: 'Dividends Still Don't Lie'
During its recent Q4 earnings report, AT&T reaffirmed its commitment to rewarding investors with attractive dividends. Read more here.
Tesla Approaches Being A Peter Lynch Stock
Peter Lynch is known for identifying 10 baggers. I show Tesla now shows key traits that Lynch used to identify these 10 baggers. Click for more on TSLA stock.
Amazon: Andy Jassy Brutalized Unfairly
Since Andy Jassy took over, Amazon has lost almost half of its market valuation. Read more to see why I think the market is unfair to Jassy and he is an effective CEO.
Realty Income And Simon Property: Enjoy Your REIT Cake In 2023
Corrections in the REIT sector during 2022 offered opportunities for investors to enjoy the cake now and have it too. Check out this thesis in detail with O and SPG.
Tesla: I'm Taking Wall Street's Side
I see negative sentiment on Elon Musk’s actions as a misplaced driver for the sharp decline of Tesla’s share prices in the past few months. See my view of TSLA.
Intel: CHIPS Act Not Factored In
The thesis of this article is that the benefits from the CHIPS Act are not properly factored into Intel’s current valuation. Read how the Act affects INTC stock.
Apple Should Return To $3T Soon, Issues Are Temporary
Apple became the first company to reach a $3T market cap. A range of headwinds brought it back to $2T level. Here's why I think AAPL stock will be back at $3T.
The Altria Absurdity: Yield Approaching P/E
Altria has been posting mixed results in recent quarters. See why I believe that fear around MO stock is overblown.
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