Articles
Angi: Cheap, Cash-Generating Marketplace in the Middle of a Transition
Buy a beaten-down marketplace with positive operating cash flow and book value that comfortably exceeds its equity market cap - trade idea with entry, stop, and targets.
Angi (ANGI) looks like asymmetric risk/reward today. The business is producing operating cash flow and modest profits while the stock trades below rep...
CAVA: Investing in Scale Today for Better Margins Tomorrow - Upgrade to Long
Recent spending and steady operating cash flow suggest new initiatives are being funded now to deliver durable margin and revenue upside; enter on weakness, keep a disciplined stop.
We upgrade CAVA (CAVA) to a long rating. The company is investing aggressively into operations and retail channels while maintaining positive operatin...
Micron Trade Idea: Buy the Structural DRAM Story After an Operational Reset
Strong cash generation, clean earnings beat, and tight supply dynamics make a tactical long with defined risk/reward.
Micron just delivered a clean beat (12/17/2025) and is printing exceptional margins and cash flow while carrying modest long-term debt. Combine that w...
Broadcom at the Center of AI Infrastructure — A 2026 Buy-and-Hold Trade Idea
Buy on conviction in custom AI silicon + software recurring revenue; actionable entry, stops and targets for a 12–24 month hold.
Broadcom sits in a unique position as a dominant supplier of custom AI chips and high-margin enterprise software. Its recent quarterly results show he...
Toast: Profitable Growth and a Clean Balance Sheet — Buy the Dip, Position Trade
Recent results show improving margins and cash flow; valuation looks reasonable vs. growth. Entry, stops and targets included.
Toast reported accelerating revenue and improving profitability through Q3 fiscal 2025 (filed 11/05/2025). The platform is demonstrating the economics...
Chubb: Record Q3, Technical Setup, and an Actionable Long (Entry/Stops/Targets)
Strong underwriting and investment income meet a bullish technical - tactical long with defined risk.
Chubb reported record recent earnings and sit on healthy capital and cash flow. Combined with a bullish technical setup (golden cross forming), the ri...
AI-Driven Startups Propel Innovation and Investment in Advertising and Marketing Sectors
Venture Capital Pours Into AI-Powered Tools Transforming Marketers’ Workflows and Campaign Strategies
The media and marketing landscapes are experiencing rapid transformation through the integration of artificial intelligence technologies. Venture capi...
Private Dining Emerges as Premier Luxury Amenity in High-End Residences
Exclusive residents-only restaurants are becoming key attractions in ultra-luxury residential developments, offering privacy and convenience beyond traditional amenities
In the ultra-luxury real estate market, developers are discovering that private, residents-only restaurants are a magnet for wealthy buyers, surpassin...
Dave Ramsey Backs Senate Bill to Enhance Transparency and Cancellation Rights in Timeshare Sales
Timeshare buyers face significant regret and restrictive contracts; new legislation seeks to improve disclosure and offer a 14-day penalty-free exit window
Financial expert Dave Ramsey has criticized the timeshare industry for deceptive practices that leave the majority of buyers regretting their purchase...
Analyst Warns of Potential Halving in Bitcoin's Valuation Relative to Gold by 2026
Bloomberg Intelligence's Mike McGlone highlights risks in Bitcoin's price ratio versus gold amid market volatility
Mike McGlone of Bloomberg Intelligence projects a substantial reduction in Bitcoin's value relative to gold over the next few years, suggesting a poss...
Significant Fire Damages Historic Old Port Waterfront in Portland, Maine
Blaze Affects Structures and Vessels Along Custom House Wharf; Cause Under Investigation
On the day following Christmas, a fire extensively damaged portions of Portland's historic Old Port waterfront, particularly along the Custom House Wh...
Passing of Jeffrey R. Holland Marks Significant Moment for LDS Church Leadership
Jeffrey R. Holland, a senior apostle poised to lead the Church of Jesus Christ of Latter-day Saints, dies at 85
Jeffrey R. Holland, a key leader in the Church of Jesus Christ of Latter-day Saints (LDS Church) and the second most senior member of the Quorum of th...