Long-Term Pick

Long-Term Pick

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Salesforce: CRM #1 For 12 Consecutive Years
A comprehensive analysis of Salesforce.
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Dan
1
AMD: Path Towards 57% Of Gross Margin
A comprehensive analysis of AMD.
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Dan
2
The Stargate Project: Everything You Need To Know
Have you already heard about the Stargate Project? In this post, I would like to talk about one of the biggest AI infrastructure projects in history.
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Dan
2
Synopsys: High-Growth Play in Chip Design and Verification
Synopsys (SNPS) is a leading provider of electronic design automation (EDA) software and intellectual property (IP) solutions for semiconductor…
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Dan
1
Updated Valuations: AMAT, XYZ, FSLR, NVDA, and CRM
Another bunch of companies covered by Long-Term Pick (updated page) released their quarterly and yearly earnings reports (first bunch, second bunch).
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Dan
4
LTP Notes 013: Apple Needs a New Product, AWS is Losing Market Share, Tobacco is Profitable, and Others
Some investing notes that may help you gain insights or make long-term decisions.
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Dan
1
ResMed: Medical Devices For Sleep Apnea By Leading Company
ResMed (RMD) is a global leader in sleep apnea and respiratory care solutions.
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Dan
3
Long-Term Pick
Long-Term Pick
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