Long-Term Pick

Long-Term Pick

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Quiet Energy Revolution
The market is still pricing energy on yesterday's costs. That gap is the opportunity.
 • Dan
Netflix: From Subscriber Growth to Profit Growth
A comprehensive analysis of Netflix (NFLX).
 • Dan
Toast: Platform Scale, Margin Expansion, and Long-Term Value Creation
A comprehensive analysis of Toast Inc. (TOST).
 • Dan
On Holding: High Gross Margin, Geographic Expansion, and Appealing Valuation
A comprehensive analysis of On Holding AG (ONON).
 • Dan
The Trade Desk: Be Greedy When Others Are Fearful
A comprehensive analysis of The Trade Desk (TTD).
 • Dan
Opera: AI Integration, Gaming Browser, and Recurring Dividends
A comprehensive analysis of Opera (OPRA).
 • Dan
Paxman: Medical Scalp Cooling Systems Leader
A comprehensive analysis of the medical scalp cooling systems leader.
 • Dan
Salesforce: CRM #1 For 12 Consecutive Years
A comprehensive analysis of Salesforce.
 • Dan
AMD: Path Towards 57% Of Gross Margin
A comprehensive analysis of AMD.
 • Dan
Synopsys: High-Growth Play in Chip Design and Verification
Synopsys (SNPS) is a leading provider of electronic design automation (EDA) software and intellectual property (IP) solutions for semiconductor…
 • Dan
Updated Valuations: AMAT, XYZ, FSLR, NVDA, and CRM
Another bunch of companies covered by Long-Term Pick (updated page) released their quarterly and yearly earnings reports (first bunch, second bunch).
 • Dan
ResMed: Medical Devices For Sleep Apnea By Leading Company
ResMed (RMD) is a global leader in sleep apnea and respiratory care solutions.
 • Dan
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