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November 2024

Crucial Importance of Growing Moats
The best investments are in companies that are actively fortifying and growing their competitive advantages, not ones that rely on past successes.
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Dan
Novo Nordisk: Diabetes Care Leader Below Fair Price
Novo Nordisk remains a dominant player in the global healthcare market driven by its innovative therapies and strategic focus on diabetes and obesity…
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Dan
5
A Letter To Long-Term Pickers (Including Black Friday Proposition)
The project was launched six months ago and it's time to get the first feedback 🙂
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Dan
1
LTP Notes 010: Very Expensive S&P 500
Some warning signs we should not ignore.
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Dan
Updated Valuations: PINS, SQ, IDXX, MKTX, FTNT, and SBUX
Updated valuations of companies covered by Long-Term Pick after the latest quarter earnings reports.
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Dan
3
Why Serial Acquirers Outperform
These companies strategically buy other businesses to expand their offerings, enter new markets, and drive long-term value.
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Dan
1
Molina Healthcare: Focus On Low-Income Populations
Molina Healthcare has a strong position in government-sponsored healthcare with a focus on Medicaid and Medicare.
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Dan
1
Trump Won: What It Means For Investors
The new administration will take office on January 20th.
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Dan
3
Merck: Large Value Company Currently Undervalued
Merck & Co. (MRK) is a major pharmaceutical company, known for its important cancer therapies and vaccines. The company continues to play a key role in…
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Dan
4
Updated Valuations: LRCX, FSLR, MEDP, V, GOOGL, and MSFT
Updated valuations of companies covered by Long-Term Pick after the latest quarter earnings reports.
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Dan
6

October 2024

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