All Articles
- Skywater Technology: U.S. Foundry Riding the On-Shoring Trend
-
Buy Pinterest
- Removing Marine Shipping Stocks From Consideration
-
Buy ASML
- Returning ASML To The Watch List
-
Thoughts on Tariffs and Investing
- Re-pricing Nayax
- Eliminating 2 Pharmaceutical Stocks
- Reddit: Social Media Gem or Risky Bet?
- TKO Holdings: Well-Known Brands, But Not For Me
- Green Screen Update: 4 Stocks Cut from Investment List
- Sea Limited Delivers Strong Growth; Fair Value Raised to $101
- Celsius Acquires Alani Nu for $1.8B, Fair Value Drops to $25
- Reliable Autodesk Announces Restructuring Plan
- Snowflake Grows 29% in 2024, AI Push Could Drive Future Gains
- Nayax Remains A Strong Buy
-
Buy VTEX
- Clear Secure Posts Strong Growth, But Membership Lags
- VTEX Posts Solid 2024 Growth Despite Currency Headwinds
-
Time To Buy Semrush
- Oddity Tech Shines in 2024, Fair Value Increases to $63
- Coupang Is Strengthening Margins and Expanding Market Reach
- Flywire’s Growth Slows, Stock Plunges Nearly 40%
- Zeta Global Grows Fast but Dilution Lowers Fair Value
- Harmony Biosciences Eyes Growth Beyond Wakix in 2025
- EverQuote: Decent Growth, Crowded Market - Pass
- Hims & Hers Delivers Huge Growth Despite Stock Drop
- MercadoLibre Delivers Excellent Results, Stock Is Undervalued
- Toast Closes 2024 Strong, Expands Growth and Partnerships
- Global-e Reports Strong Q4, Weak 2025 Guidance on Tariffs
- Mobileye: Strong in ADAS, Challenged in FSD
- AppFolio Is A High-Growth Property Management SaaS Stock
- Dropping Midstream Oil and Gas Stocks
- Airbnb Delivers Strong Q4 with Steady Growth and Expanding Margins
- Paycom: Solid Q4, But Growth Slowing
- Monday.com Posts Strong Growth, Raising Valuation
- Eliminating Some Stocks from the Green Screen
- Vertiv: AI-Driven Growth, But No Moat—A Pass
- Fortinet (FTNT) Annual Update
- Chromadex: Interesting But Too Many Unknowns
- Google Is Still A Buy After Annual Report
- Rejecting AMD
- Passing on AAON
-
Buy Taiwan Semiconductor (TSM)
- Crossing Out Some Oil & Gas Stocks
- ServiceNow Fiscal 2024 Update
- TSMC Annual Update
- A Few More Green Screen Tweaks
- VTEX Is An Interesting E-Commerce Platform Play
- GreenDot Stocks 2024 Year In Review
-
Zeta Global Is A Buy
- Byrna Doesn't Have "Green Dot" Stock Credentials
- Innodata Is A "Pass"
- Removing A Few More Miners
-
Simplifying The Green Screens
- Passing On HEPS, TKC, ORLA
-
Buying Alphabet/Google After Reviewing Price Target
- Adobe Reports Fiscal Year 2024 Results
- Is SentinelOne Watch List Worthy?
- Nutanix Is A Cloud IT Provider Worth Watching
- A Deep Dive Into Remitly
- Rejecting Gold Mining Stocks
-
Nayax Looks Like A Buy Right Now
- Impinj - Interesting Company, Questionable Business
- HIMS Blowout Q3 Leads To Substantial Fair Value Bump
-
Buying Microsoft
- Strong Report for Google in Q3
- NAPCO Security Looks Good, Not Great
- More Excellence from ServiceNow in Q3
- Pure Storage's Subscription Journey Makes The Stock Worth Watching
- Collegium Pharma Also Gets A "Pass"
- Passing On Astrana Health
- Passing on Blue Bird
- In-line Q3 For Adobe
- Semrush Is A Worthy Candidate For Your Watch List
- Passing on Real Brokerage
- Intuit Dominates SMB Accounting and Tax Prep - Is It A Buy?
- Passing on DraftKings
- Smartsheet Q2 Tracking To Expectations
- GitLab Executing Well In Q2
- Zscaler Reports Q4 Results
- CrowdStrike Reports After The Fallout
- No Surprises From Autodesk in Q2
- Veeva Posts A Solid Q2 Report
- Passing On 3 Green Screen Stocks
- Workday Steady As Always In Q2
- Snowflake Looks Attractively Priced After Q2 Report
- Dropping Sprout Social from Watch List
- Global-e's Report Shows Slight Consumer Pullback
- Sea Limited's Q2 Report
- Enlight Renewable Energy Reports Q2
- Harmony Looks On Track After Q2 Results
- Great Q2 From Monday.com
- A Mixed Quarter For Flywire
- Coupang Still Working Through Farfetch Acquisition
- Fortinet Continues To Quietly Deliver
- Some Good, Some Bad In Toast's Q2
-
Buying ODDITY
- Another Great Report From Mercadolibre
- Market Finally Taking Notice Of Clear Secure's Results
- Celsius Growth Slows In Q2
- Storm Clouds Forming In Airbnb's Q2 Report
- HIMS Sees Accelerating Growth In Q2
- Mastercard Processes A Good Q2
- Paycom Q2 Thoughts
- Atlassian Is Looking Pretty Attractive After Q4 Report
- Pinterest's Q2 Report
- Microsoft's 2024 Fiscal Year Report
-
Oddity Is An Intriguing New Green Screen Stock
- A Delicious Q2 For Chipotle
- ServiceNow Continues Rolling in Q2
- Visa Has Another Boring Quarter
- Alphabet (Google) Reports Q2 Results
-
Selling CrowdStrike - For Now
- TSMC Reports Q2 Results
- Six Flags Is A Green Screen Illusion
-
A Dominant Company That's Also An AI Play
- Passing on Trex (TREX)
- ON Holdings Is Not A Green Dot Stock
-
Buying Grupo Aeroportuario del Sureste (ASR)
- Passing on Moelis (MC)
- Passing on Fluence Energy
-
Buying Flywire
- Adobe Reports Q2 Results
- Taking A Pass on BellRing Brands
- Predictably Boring Results From Autodesk
-
I'm (Finally) Buying Celsius
-
GitLab Finally Looks Priced To Win
- Smartsheet Up 15% After Q1 Results
- CrowdStrike Continues Its Good Results
- Zscaler Operating Well But Diluting Too Much
- Restoring Veeva Systems to Watch List
- Business As Usual For Workday in Q1
- Novo Nordisk Is At The Vanguard Of The Weight Drug Revolution
- Synopsys Acquiring Ansys, Selling Software Integrity Business.
-
Specialized Payments Firm Flywire Is Poised To Rebound
-
Can Sea Limited Be Another E-Commerce Winner?
- Updates for Sprout Social and Clear Secure
- Looking At Earnings From Harmony, Pinterest, and Paycom
- Updates for 3 Software Giants: Microsoft, Alphabet, Atlassian
- Q1 Updates For Visa, Chipotle, and ServiceNow
-
Buy Toast
- Several Stock Deletions And Rejections To Cover
-
Finally, SaaS At A Reasonable Valuation: Smartsheet
-
Do We Finally Have A "Green Dot" Renewable Energy Stock?
- Why I'm Passing On 4 Green Screen Stocks
- Last Q4 Update: ADSK, SNPS, SPT, ADBE
-
Is It Time To Place An Order On Toast?
- Looking At Reports From Celsius, CrowdStrike, and Chipotle
- Rejecting GigaCloud and Several Others
-
Pinterest Is A Unique And Different "Social Network"
- More Updates! CPNG, SNOW, YOU
- Quarterly Updates For Zscaler, Hims & Hers, and Workday
- Updates: HRMY, MELI, SWAV
- Quarterly Report Updates for MNDY, ABNB, GLBE
-
Of Course Google Is A Green Dot Stock!
- Passing on Freshpet and Several Others
- Removing Several Stocks From Watch List
- Updates For Mastercard, Fortinet, and Paycom
-
Buy Coupang
- Updates for Adobe, Microsoft, and Atlassian
- Updates for ASML, Visa, and ServiceNow
- Mastercard Is A Great Business Worth A Look
- Can Samsara Fulfill Its Big Potential?
- How To Evaluate A Company's Management
-
GreenDot Stocks 2023 Year In Review
- The 5 Durable Economic Moats
- Long-Term, Organic Revenue Growth Is A Key To Investment Success
- Always Buy Companies With Recurring Revenue
- Why I'm Rejecting All Insurance Stocks
-
Snowflake Has A Great Business Model, But Is It A Buy?
- Updates for Synopsys, Crowdstrike, and Veeva
- Holiday Cleaning! Disqualifying A Number of Green Screen Stocks
- Updates for Autodesk, Zscaler, and Workday
-
It Is Time To Buy Hims & Hers (HIMS) Stock
- Reviewing HubSpot, monday.com, and Global-e
- Reviewing Quarters From Coupang, Celsius, and Clear Secure
- Quarterly Updates for Mercadolibre, Sprout Social, and Shockwave Medical
- Updating Airbnb, Fortinet, and Atlassian
- Quick Look At Reports From ServiceNow, Chipotle, and Harmony
-
Paycom Is Our Kind Of Company And It Is Time To Buy
- Quarterly Updates for ASML, Microsoft, and Visa
-
Coupang Is The "Amazon of Korea"
-
Buy Monday.com!
- Can UGG and HOKA Continue To Propel Decker's?
- Passing on 4 Green Screen Stocks
-
Chipotle Is The Best Brand In The 'Fast Casual' Restaurant Space
-
Harmony Biosciences Is A BUY
- Passing on Aehr Test and Symbotic
- Updating Zscaler and Adobe
-
Workday Is A Green Dot Stock
- Updating Autodesk, Crowdstrike, and Veeva Systems
-
Tech Giant Microsoft Is A Worthy Investment Choice
- Taking A Look At Quarters for CELH, MNDY, and SNPS
- Quarterly Updates for TEAM, SWAV, GLBE
- Sprout Social Is Expanding With Tagger Acquisition
- Removing Doximity From Watch List
- Earnings Updates: HUBS, ABNB, FTNT
- Q2 Updates: PAYC, YOU, MELI
- Updating Visa and ServiceNow's Q2 Results
-
The Stock Of The Day Is Monday... Dot Com
- A Look At ASML's Q2 2023 Results
-
Can Sprout Social Grow Into A Winning Stock?
-
Veeva Systems Is An Attractive SaaS Stock
-
GreenDot Stocks Is Now Free
- Looking At Adobe's Q2 2023 Report
- Why I'm Passing On Solar Stocks
-
Can Doximity Improve Your Portfolio's Health?
- CrowdStrike Q1 2023 Update
- Updates on SNPS, GLBE, and ADSK
-
HubSpot Is A Nice Business, But Is It A Buy?
- Is Tesla A Green Dot Stock?
- Updates on Celsius and Shockwave Medical
- Updates for Airbnb and Clear Secure
- Updates: PAYC, FTNT, TEAM, MELI
-
Why Global-e Is A Buy Right Now
- Updates on Visa, Mastercard, and ServiceNow
-
Buy Zscaler
- A Look At ASML's Q1 Report
- A Look At Inspire Medical and InMode
-
Zscaler Looks Like Another Cybersecurity Winner
- Rejecting dLocal and Bill Holdings
-
Shockwave Is An Attractive Medical Device Firm
- Updates: Adobe Results, Passing On A Few More Stocks
-
Can Celsius Be A Monster Stock?
- A Look At Crowdstrike's Q4 and Annual Results
- Should You Consider Buying Starbucks Stock?
- Passing on Liberty Energy, XPeng, and Cadence
- Good Quarter For Clear Secure (YOU)
-
Now Is A Great Time To Buy Visa Stock
- Updating Autodesk, Mercadolibre, and Synopsys
- Digging Into Airbnb's Q4 and Fiscal Year Results
-
ASML: A Monopoly In A Critical, Future-Forward Industry
- Reviewing Paycom's Q4 Report
- Fortinet Q4 and FY 2023 Update
- Atlassian Q2 2023 Update
-
Semiconductor EDA Face-off: Cadence vs. Synopsys
- Mastercard Q4 and FY 2023 Update
- Looking at ServiceNow's Q4 Results
- Are Oil and Gas Stocks A Buy?
-
Paycom: An Inevitable Business Taking Market Share For 20 Years
- A Deep Dive Into The Trade Desk
- Passing On Datadog and Dynatrace
- Do You Know What Your Stock Is Worth?
- Autodesk: Industry Standard For Over 30 Years
- Passing on Dave & Buster's, Chinese Stocks
-
Buying ServiceNow and Clear Secure
- Adobe Q4/Fiscal Year 2022 Update
- Passing on Cactus and NexTier Oilfield Services
-
ServiceNow Represents The Best Of SaaS
-
Buying Airbnb and MercadoLibre
- Passing on Alliance Resources and Regional Banks
- 5 Reasons Recurring Revenue Rules
-
Airbnb Dominates The Market It Created
- Passing on Digital Ocean, eXp World Holdings, and Columbia Bank
- CrowdStrike Q3 2022 Update
- Financial Calculators Now Available
-
Fortinet Is A Leader In A $200 Billion Market
-
Buying Fortinet
- Passing on CONSOL Energy, Staar Surgical, and DoorDash
- All About The Site Redesign
-
Buying Atlassian, CrowdStrike, and Adobe
-
Clear Secure: A Winner In The Identification and Security Space?
-
MercadoLibre Is Latin America's E-commerce Leader
- Passing On Booking.com, Duolingo, and Cameco
-
Atlassian Wants To Triple Its Revenue
-
Adobe Should Be On Every Investor's Watch List
-
CrowdStrike Could Be The Next Big Cybersecurity Winner
Watch List
| WDAY | -13.18% |
| VEEV | 12.52% |
| PSTG | -7.13% |
| INTU | 14.19% |
| CMG | 31.78% |
| RDDT | 7.17% |
| NTNX | 17.22% |
| CRWD | 76.14% |
| SE | 19.26% |
| SNOW | 5.28% |
| APPF | 6.95% |
vs. Fair Value Estimates
Buy List
| PINS | -37.54% |
| ASML | -25.06% |
| SEMR | -37.55% |
| TSM | -43.44% |
| ZETA | -32.89% |
| GOOG | -51.47% |
| NYAX | -30.39% |
| MSFT | -31.81% |
| ODD | -32.30% |
| ASR | -26.98% |
| FLYW | -44.52% |
| HRMY | -60.41% |
| YOU | -37.20% |
| ABNB | -33.55% |
| MELI | -26.26% |
| ADBE | -45.26% |
vs. Fair Value Estimates
Hold List
| VTEX | -17.92% |
| CELH | 49.08% |
| TOST | 16.30% |
| CPNG | -14.83% |
| HIMS | -23.69% |
| PAYC | -21.14% |
| MNDY | 7.35% |
| GLBE | -24.43% |
| ZS | 23.06% |
| V | -7.38% |
| ADSK | -2.06% |
| NOW | -1.85% |
| FTNT | -4.90% |
| TEAM | -8.65% |
vs. Fair Value Estimates