Long-Term Pick

Microsoft: 43% Azure Growth, Priced for a Slowdown

The stock is down 11% in a year while Azure accelerated to 43% growth and EPS estimates rose 23%. Here is my full analysis.

Aug 4 • Dan

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July 2026

NVIDIA at 21x: The Cheapest AI Leader in Five Years

NVDA is cheaper, relative to earnings, than at any point since 2021. Here is my updated analysis.

Jul 28 • Dan

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Big Tech's Fear Sale: 5 Giants I'm Buying

Amazon, Microsoft, Meta, Nvidia, and Uber - all trade below their own five-year multiples. Full theses, fair value estimates.

Jul 21 • Dan

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Micron at 6x Earnings: The Most Expensive Mistake

Every value screener in the world is flashing green on MU after a +650% year. Here's why the P/E is lying, and which two metrics tell the truth.

Jul 18 • Dan

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Quiet Energy Revolution: Companies to Watch

The companies I selected as the most interesting to watch during the energy revolution.

Jul 14 • Dan

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Quiet Energy Revolution

The market is still pricing energy on yesterday's costs. That gap is the opportunity.

Jul 7 • Dan

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February 2026

LTP Notes 017: $600B AI Spending Is Coming, NVIDIA Approaches $1B Per Day, Diversification Works Again, and Others

Some investing notes that may help you gain insights or make long-term decisions.

Feb 24 • Dan

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Netflix: From Subscriber Growth to Profit Growth

A comprehensive analysis of Netflix (NFLX).

Feb 17 • Dan

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LTP Notes 016: Raised AI Revenue Outlook, Growing Global Copper Demand, 2026 Growth Outlook, and Others

Some investing notes that may help you gain insights or make long-term decisions.

Feb 3 • Dan

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January 2026

Toast: Platform Scale, Margin Expansion, and Long-Term Value Creation

A comprehensive analysis of Toast Inc. (TOST).

Jan 27 • Dan

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LTP Notes 015: ASML's Hidden $6B Recurring Revenue, Renewable Energy to Double by 2050, Ad Market Projection by 2030, TSMC Controls 72% of…

Some investing notes that may help you gain insights or make long-term decisions.

Jan 20 • Dan

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On Holding: High Gross Margin, Geographic Expansion, and Appealing Valuation

A comprehensive analysis of On Holding AG (ONON).

Jan 12 • Dan

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