Long-Term Pick

Micron at 6x Earnings: The Most Expensive Mistake

Every value screener in the world is flashing green on MU after a +650% year. Here's why the P/E is lying, and which two metrics tell the truth.

5 hrs ago • Dan

Quiet Energy Revolution: Companies to Watch

The companies I selected as the most interesting to watch during the energy revolution.

Jul 14 • Dan

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Quiet Energy Revolution

The market is still pricing energy on yesterday's costs. That gap is the opportunity.

Jul 7 • Dan

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February 2026

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

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Netflix: From Subscriber Growth to Profit Growth

A comprehensive analysis of Netflix (NFLX).

Feb 17 • Dan

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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

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January 2026

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

A comprehensive analysis of Toast Inc. (TOST).

Jan 27 • Dan

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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

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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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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

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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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September 2025

Opera: AI Integration, Gaming Browser, and Recurring Dividends

A comprehensive analysis of Opera (OPRA).

Sep 12, 2025 • Dan

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