Sitemap - 2026 - Long-Term Pick

Uber: 27% Consensus Growth for 20x Earnings

LTP Watchlist #001: 10 Stocks I Would Buy at the Right Price

LTP Portfolio #002: August + Fair Prices for All 9 Stocks

First Solar: 21% 5-Year EPS Growth for 11x Forward Earnings

On Holding: 21.6% Growth for 17x Earnings

LTP Portfolio #001: Introducing My Portfolio

Reddit: 61% Growth, Priced for 20%

LTP Portfolio Manifest

Microsoft: 43% Azure Growth, Priced for a Slowdown

NVIDIA at 21x: The Cheapest AI Leader in Five Years

Big Tech's Fear Sale: 5 Giants I'm Buying

Micron at 6x Earnings: The Most Expensive Mistake

Quiet Energy Revolution: Companies to Watch

Quiet Energy Revolution

LTP Notes 017: $600B AI Spending Is Coming, NVIDIA Approaches $1B Per Day, Diversification Works Again, and Others

Netflix: From Subscriber Growth to Profit Growth

LTP Notes 016: Raised AI Revenue Outlook, Growing Global Copper Demand, 2026 Growth Outlook, and Others

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

LTP Notes 015: ASML's Hidden $6B Recurring Revenue, Renewable Energy to Double by 2050, Ad Market Projection by 2030, TSMC Controls 72% of Chip Manufacturing, and Others

On Holding: High Gross Margin, Geographic Expansion, and Appealing Valuation

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, and Others

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