Long-Term Pick

Long-Term Pick

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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.
 • Dan
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.
 • Dan
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.
 • Dan
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.
 • Dan
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.
 • Dan

August 2026

First Solar: 21% 5-Year EPS Growth for 11x Forward Earnings
The stock is down 14% this year while quarterly earnings beat estimates by 43%. I looked into whether the market or the earnings are telling the truth.
 • Dan
On Holding: 21.6% Growth for 17x Earnings
The fastest-growing sportswear brand fell 14% in one day. I read the report and I think the market read it wrong.
 • Dan
LTP Portfolio #001: Introducing My Portfolio
The first monthly update: what I own, why 40% of it is in bonds, and where the money goes next.
 • Dan
Reddit: 61% Growth, Priced for 20%
The stock fell 21% on the Q2 print and is down 30% year-to-date while revenue grew 61% for the eighth straight quarter. Here is my full analysis.
 • Dan
Microsoft: 43% Azure Growth, Priced for a Slowdown
The stock is down 11% in a year while Azure accelerated to 43% growth and EPS estimates rose 23%. Here is my full analysis.
 • Dan

July 2026

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