Long-Term Pick

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

5

Netflix: From Subscriber Growth to Profit Growth

A comprehensive analysis of Netflix (NFLX).

Feb 17 • Dan

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1

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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

6

January 2026

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

A comprehensive analysis of Toast Inc. (TOST).

Jan 27 • Dan

10

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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

8

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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1

LTP Notes 014: 20-Year Valuation Peak, Waymo's Self-Driving Cars Are Safer, TSMC Wins The AI Race No Matter What, Google's 70/20/10 Rule…

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

Jan 6 • Dan

6

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1

December 2025

The Trade Desk: Be Greedy When Others Are Fearful

A comprehensive analysis of The Trade Desk (TTD).

Dec 30, 2025 • Dan

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7

September 2025

Opera: AI Integration, Gaming Browser, and Recurring Dividends

A comprehensive analysis of Opera (OPRA).

Sep 12, 2025 • Dan

9

2

June 2025

Paxman: Medical Scalp Cooling Systems Leader

A comprehensive analysis of the medical scalp cooling systems leader.

Jun 10, 2025 • Dan

9

1

1

Salesforce: CRM #1 For 12 Consecutive Years

A comprehensive analysis of Salesforce.

Jun 3, 2025 • Dan

10

1

May 2025

AMD: Path Towards 57% Of Gross Margin

A comprehensive analysis of AMD.

May 27, 2025 • Dan

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