Long-Term Pick
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Netflix: From Subscriber Growth to Profit Growth
A comprehensive analysis of Netflix (NFLX).
Feb 17
•
Dan
10
1
1
Toast: Platform Scale, Margin Expansion, and Long-Term Value Creation
A comprehensive analysis of Toast Inc. (TOST).
Jan 27
•
Dan
10
2
1
On Holding: High Gross Margin, Geographic Expansion, and Appealing Valuation
A comprehensive analysis of On Holding AG (ONON).
Jan 12
•
Dan
9
1
The Trade Desk: Be Greedy When Others Are Fearful
A comprehensive analysis of The Trade Desk (TTD).
Dec 30, 2025
•
Dan
21
2
7
Opera: AI Integration, Gaming Browser, and Recurring Dividends
A comprehensive analysis of Opera (OPRA).
Sep 12, 2025
•
Dan
9
2
Paxman: Medical Scalp Cooling Systems Leader
A comprehensive analysis of the medical scalp cooling systems leader.
Jun 10, 2025
•
Dan
8
1
1
Salesforce: CRM #1 For 12 Consecutive Years
A comprehensive analysis of Salesforce.
Jun 3, 2025
•
Dan
10
1
AMD: Path Towards 57% Of Gross Margin
A comprehensive analysis of AMD.
May 27, 2025
•
Dan
14
2
5
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…
Mar 7, 2025
•
Dan
14
1
4
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).
Feb 28, 2025
•
Dan
11
4
1
ResMed: Medical Devices For Sleep Apnea By Leading Company
ResMed (RMD) is a global leader in sleep apnea and respiratory care solutions.
Feb 18, 2025
•
Dan
6
3
3
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).
Feb 14, 2025
•
Dan
10
4
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