Former Fortune 500 Executive with experience in technology, insurance, and financial markets.
Apr 9, 2026
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27 min read
Euphoria always feels rational until it doesn’t.
Mar 25, 2026
15 min read
Is FDX's restructing and optimzation program creating value?
Mar 17, 2026
9 min read
The party at Alcoa has just begun.
Sep 13, 2025
12 min read
Tyson Foods and a little ABS talk.
Sep 8, 2025
1 min read
What next for AN?
Aug 30, 2025
8 min read
AXON - Highflyer or Pretender?
Aug 24, 2025
A glitch in the matrix?
Aug 17, 2025
Tariff dynamics and more.
Aug 8, 2025
10 min read
A relook at WingStop.
Jul 22, 2025
W. W. Grainger's vast number of customers and products provides great insights in impact of tariffs.
Jul 13, 2025
How is that pool doing?
Jul 1, 2025
Lord of AI or a Pretender?
Jun 25, 2025
What does Watsco's Q1 2025 commentary tell about consumers and housing?
Jun 12, 2025
7 min read
PACCAR faces massive headwinds.
Jun 9, 2025
6 min read
Is CROX a turnaround candidate?
Jun 1, 2025
Steady or Wasted?
May 24, 2025
Nirvana?
May 15, 2025
Everything is not kosher at DUOL.
May 11, 2025
Are investors overpaying for BJ's Wholesale.
Apr 14, 2025
16 min read
Stay Calm?
Apr 6, 2025
11 min read
One of the best sports franchises to own.
Apr 3, 2025
18 min read
Reddit's Potential.
Mar 28, 2025
Amidst the carnage, lies a hidden gem.
Mar 24, 2025
Why is Chubb regarded so highly?
Mar 23, 2025
Pitfalls and opportunity.
