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Former Fortune 500 Executive with experience in technology, insurance, and financial markets.
Jun 1, 2026
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23 min read
Recent developments. And are GPUs sitting in warehouses?
May 18, 2026
11 min read
A major strategic pivot acting as a overhang, giving investors an opportunity.
May 13, 2026
8 min read
New tailwinds.
May 4, 2026
12 min read
Hyperscaler earnings quality detoriate as CAPEX goes parabolic.
Apr 28, 2026
GE Vernova's prospects.
Apr 19, 2026
7 min read
A Dream Far Away.
Apr 9, 2026
16 min read
Euphoria always feels rational until it doesn’t.
Mar 25, 2026
9 min read
Is FDX's restructing and optimzation program creating value?
Mar 17, 2026
The party at Alcoa has just begun.
Sep 13, 2025
Tyson Foods and a little ABS talk.
Sep 8, 2025
5 min read
What next for AN?
Aug 30, 2025
4 min read
AXON - Highflyer or Pretender?
Aug 24, 2025
A glitch in the matrix?
Aug 17, 2025
1 min read
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
PACCAR faces massive headwinds.
Jun 9, 2025
3 min read
Is CROX a turnaround candidate?
Jun 1, 2025
Steady or Wasted?
May 24, 2025
Nirvana?
May 15, 2025
6 min read
Everything is not kosher at DUOL.
May 11, 2025
Are investors overpaying for BJ's Wholesale.
