Long-Term Pick

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February 2025

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
Updated Valuations: FTNT, PINS, MKTX, MPWR, and MEDP
Another bunch of companies covered by Long-Term Pick (updated page) released their quarterly and yearly earnings reports (first bunch).
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Dan
4
Updated Valuations: IDXX, GOOGL, MRK, NVO, and MOH
In early February, some companies covered by Long-Term Pick (updated page) released their quarterly and yearly earnings reports.
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Dan
NVIDIA: World Leader in AI Computing Still Below Fair Price
Ok, it's time to discuss NVIDIA. Finally.
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Dan
10
Updated Valuations: TSM, LVMH, LRCX, V, and ASML
In January, some companies covered by Long-Term Pick (updated page) released their quarterly and yearly earnings reports.
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Dan
2

January 2025

Overview: MKTX, GOOGL, MEDP, XYZ, and FSLR
Below is a summary of the most significant news and events from the past six months, as I see it, for the third group of covered companies (first…
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Dan
3
Overview: IDXX, MRK, MOH, NVO, PINS, and FTNT
Below is a summary of the most significant news and events from the past six months, as I see it, for the second group of companies (first).
 • 
Dan
1
Monolithic Power Systems: Key Semiconductor Supplier Poised for Growth Across Diverse Markets
A leading fabless semiconductor company specializing in high-performance power management solutions.
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Dan
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