Sitemap - 2024 - Long-Term Pick
Annual Letter To Long-Term Pickers: 2024 Edition
TSMC: Largest Contract Semiconductor Manufacturer Still Below Fair Price
Updated Valuations: ULTA, CRM, VEEV, and LVMH
Applied Materials: Largest Wafer Fabrication Equipment Supplier
Crucial Importance of Growing Moats
Novo Nordisk: Diabetes Care Leader Below Fair Price
A Letter To Long-Term Pickers (Including Black Friday Proposition)
LTP Notes 010: Very Expensive S&P 500
Updated Valuations: PINS, SQ, IDXX, MKTX, FTNT, and SBUX
Why Serial Acquirers Outperform
Molina Healthcare: Focus On Low-Income Populations
Trump Won: What It Means For Investors
Merck: Large Value Company Currently Undervalued
Updated Valuations: LRCX, FSLR, MEDP, V, GOOGL, and MSFT
IDEXX: Great Business But a Bit Overpriced
LTP Notes 009: Rising Debt Concerns, Global Growth Expectations, Recency Bias, and Others
ASML: Sole EUV Systems Provider Currently Undervalued
Why Founder-Led Companies Outperform
MarketAxess: Leader In Electronic Fixed-Income Trading But Overpriced
Medpace: Well-Diversified CRO Service Provider Undervalued By 13%
LTP Notes 008: Silver Generation, India's Dominance, Valuation By Country, and Others
First Solar: Significant Growth Ahead
Lam Research: Essential Partner For Chip Manufacturing
LTP Notes 006: Cloud Battle, Ageing Economies, Optimal Number Of Stocks, and Others
Veeva: Leading CRM Provider in Life Sciences
GOOGL: Currently Undervalued by 50%
Visa: Outperforming the S&P 500 by 2029
🪙 LTP Notes 005: 13 Years of Pain, Less Fees = More Money, Global Market Cap Shift, and Others
👜 Luxury Market Dominance. LVMH Stock Analysis
🔮 The 10-2 Bond Spread: A Reliable Recession Predictor?
The Most Undervalued Social Media Stock. PINS Stock Analysis
💻 LTP Notes 004: Freelance Revolution, The Price of Perfect Timing, 2050 Projections, and Others
💅 An Attractive Entry Point for the Largest Beauty Retailer in the US. ULTA Stock Analysis
📝 LTP Notes 003: Corporate Confidence, Global Credit Card Hierarchy, Brand Value, and Others
😟 Are We On The Verge Of a Recession?
🇮🇳 India: The Next Global Manufacturing Hub
💎 Fintech's Hidden Gem. SQ Stock Analysis
📝 LTP Notes 001: Elliott bought SBUX, Consider LULU, Dependence Between Rates and Stocks, and Others
☕ Starbucks Can be a Prime Opportunity. SBUX Stock Analysis
🛡️ Fortinet, constant evolution, and the cybersecurity landscape. FTNT Stock Analysis
📶 Will Salesforce continue to dominate the CRM market? CRM Stock Analysis