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Visa: 14% EPS Growth Expected, 11% Needed
At 27.5x, V needs ~11% EPS growth for a 12% return if the multiple holds, and the full 14% if it falls to 24x. The price has room for one…
Nov 3
•
Dan
12
1
4
LTP Portfolio #004: October Overview, Back Above All Four Benchmarks
The portfolio gained 1.95% in a month when the S&P 500 lost 0.93%. Netflix is the first watchlist stock to join the portfolio, and Reddit lost 36% in a…
Nov 1
•
Dan
5
1
October 2026
Netflix: The Stock Fell 50%, Earnings Grew 25%
Three reports in a row disappointed the market, and NFLX is at 18x earnings. I checked what this price assumes, and it is less than what Netflix already…
Oct 27
•
Dan
7
3
Long Bonds at 5.4%: Why I Hold EDV, and What It Costs Me
EDV is 58% below its 2020 peak, and the Fed is raising rates again. I honestly tested my four reasons for holding long bonds against 98 years of…
Oct 20
•
Dan
5
3
LTP Watchlist #002: October Update, 6 of 10 Stocks in the Buy Zone
The same 6 names as in September are in their zones, and every one of them is cheaper now. The estimates barely moved.
Oct 13
•
Dan
6
2
Micron Still at 6x Earnings: Peak or New Normal?
Micron earned more in one year than in the previous 10 combined. The stock is still at 6x earnings, so I checked whether this cycle is really different.
Oct 4
•
Dan
5
2
LTP Portfolio #003: September Overview, 8 of 9 Stocks in the Buy Zone
The portfolio lost 4.62% in September, mostly due to long-term interest rates. At the same time, 8 of my 9 stocks are now in their buy zones.
Oct 1
•
Dan
5
1
September 2026
Credo: 50% Consensus Growth for 24x Earnings
Revenue grew 115% last quarter, and the company raised its growth outlook for the year. The stock is down 15% since the report.
Sep 18
•
Dan
7
6
Adobe: The Cheapest Software Giant on the Market
A software giant with 1 billion users trades at 9.4x earnings. The market might be pricing the wrong story.
Sep 15
•
Dan
8
2
Uber: 27% Consensus Growth for 20x Earnings
The market is busy pricing the robotaxi threat. Meanwhile, the business grew bookings 24% and produced its first $10B year of free cash flow.
Sep 8
•
Dan
14
2
4
LTP Watchlist #001: 10 Stocks I Would Buy at the Right Price
The first public version of my watchlist: 10 companies that passed every quality test and wait for their price.
Sep 4
•
Dan
5
2
LTP Portfolio #002: August + Fair Prices for All 9 Stocks
The August plan checked line by line, and an updated fair price model for all 9 stock positions. Data as of August 30, 2026.
Sep 1
•
Dan
7
4
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