Long-Term Pick

Opera: AI Integration, Gaming Browser, and Recurring Dividends

A comprehensive analysis of Opera (OPRA).

Sep 12 • 

Dan

8

June 2025

Paxman: Medical Scalp Cooling Systems Leader

A comprehensive analysis of the medical scalp cooling systems leader.

Jun 10 • 

Dan

8

1

Salesforce: CRM #1 For 12 Consecutive Years

A comprehensive analysis of Salesforce.

Jun 3 • 

Dan

9

May 2025

AMD: Path Towards 57% Of Gross Margin

A comprehensive analysis of AMD.

May 27 • 

Dan

14

2

March 2025

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.

Mar 14 • 

Dan

6

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…

Mar 7 • 

Dan

14

1

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).

Feb 28 • 

Dan

11

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.

Feb 21 • 

Dan

8

1

ResMed: Medical Devices For Sleep Apnea By Leading Company

ResMed (RMD) is a global leader in sleep apnea and respiratory care solutions.

Feb 18 • 

Dan

6

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).

Feb 14 • 

Dan

10

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.

Feb 11 • 

Dan

8

NVIDIA: World Leader in AI Computing Still Below Fair Price

Ok, it's time to discuss NVIDIA. Finally.

Feb 6 • 

Dan

23

10