Long-Term Pick

Long-Term Pick

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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
Updated Valuations: FTNT, PINS, MKTX, MPWR, and MEDP
Another bunch of companies covered by Long-Term Pick (updated page) released their quarterly and yearly earnings reports (first bunch).
 • Dan
Updated Valuations: IDXX, GOOGL, MRK, NVO, and MOH
In early February, some companies covered by Long-Term Pick (updated page) released their quarterly and yearly earnings reports.
 • Dan
NVIDIA: World Leader in AI Computing Still Below Fair Price
Ok, it's time to discuss NVIDIA. Finally.
 • Dan
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.
 • Dan
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