Long-Term Pick

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Updated Valuations: TSM, LVMH, LRCX, V, and ASML
In January, some companies covered by Long-Term Pick (updated page) released their quarterly and yearly earnings reports.
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Dan
2
Overview: MKTX, GOOGL, MEDP, XYZ, and FSLR
Below is a summary of the most significant news and events from the past six months, as I see it, for the third group of covered companies (first…
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Dan
3
Overview: IDXX, MRK, MOH, NVO, PINS, and FTNT
Below is a summary of the most significant news and events from the past six months, as I see it, for the second group of companies (first).
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Dan
1
Monolithic Power Systems: Key Semiconductor Supplier Poised for Growth Across Diverse Markets
A leading fabless semiconductor company specializing in high-performance power management solutions.
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Dan
Overview: TSMC, LVMH, LRCX, V, and ASML
I thought it would be beneficial to conduct reviews of the companies I cover from time to time.
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Dan
Adobe: Volatile But Reliable And Undervalued By 20%
Adobe (ADBE) is a leading software company that allows individuals and organizations to create, manage, and enhance digital content. Known for its…
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Dan
1
TSMC: Largest Contract Semiconductor Manufacturer Still Below Fair Price
TSMC is a global leader in semiconductor manufacturing, well-known for its advanced technology and focus on producing innovative chips for high-demand…
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Dan
3
Updated Valuations: ULTA, CRM, VEEV, and LVMH
Updated valuations of companies covered by Long-Term Pick after the latest quarter earnings reports.
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Dan
3
Applied Materials: Largest Wafer Fabrication Equipment Supplier
Applied Materials is a key player in the semiconductor equipment industry, driven by its innovative technologies and strong focus on producing advanced…
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Dan
6
Novo Nordisk: Diabetes Care Leader Below Fair Price
Novo Nordisk remains a dominant player in the global healthcare market driven by its innovative therapies and strategic focus on diabetes and obesity…
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Dan
7
Updated Valuations: PINS, SQ, IDXX, MKTX, FTNT, and SBUX
Updated valuations of companies covered by Long-Term Pick after the latest quarter earnings reports.
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Dan
3
Molina Healthcare: Focus On Low-Income Populations
Molina Healthcare has a strong position in government-sponsored healthcare with a focus on Medicaid and Medicare.
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Dan
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