Research Library

10 reports

TCEHYcompleteI’m constructive here: TCEHY is a high-quality cash machine trading at a reasonable price, and I think the bull case beats the bear case on 2026-07-08
METAcompleteI’m bullish here. Not because META is “cheap” in a deep-value sense — it isn’t — but because the market is handing me an elite business at a2026-07-06
METAfailed2026-07-06
METAfailed2026-07-06
BABAcompleteI’m bullish, but not blindly: at **$96.14**, I think BABA is a cheap, controversial value setup, not a high-quality compounder. The stock is2026-07-03
BABAcompleteI’m bullish, but only as a contrarian value setup — not as a quality-compounder endorsement. At **$96.14**, I think the market is pricing BA2026-07-03
GOOGcompleteI think GOOG is a great business and a mediocre setup at **$356.18**. The moat is real, the balance sheet is clean, and the earnings power i2026-07-03
AAPLcompleteI think Apple is a great business and an expensive stock, and at **$308.63** I would not chase it. The operating machine is elite — **$416.22026-07-03
AAPLcomplete- Apple is a huge consumer technology company built around devices like the **iPhone, Mac, iPad, Apple Watch, AirPods, Apple TV, Beats, and 2026-07-03
AAPLcomplete- Apple is an enormous, highly profitable business: FY2025 revenue was **$416.161 billion**, net income was **$112.010 billion**, operating 2026-07-03