Summary: Since my last update, Google has generated 13-14% alpha over the S&P500. Q2 FY23’s
Summary: Texas Instruments Incorporated is under-appreciated as a dividend stock. Along with buybacks, Texas Instrument
Summary: Nvidia Corporation has soared in 2023, first due to hype – then due to
Summary: Centene, a leading health insurance provider, has consistently delivered double-digit EPS growth but the
Summary: If you still think AI is a fad or investor “hopium,” you haven’t read
Summary: The headwinds that were present during the first half of 2023 appear to be
Summary: Abbott Laboratories has experienced a slowdown in growth due to the COVID-19 pandemic ending
Summary: Intel may not achieve its pre-pandemic gross margins of over ~50% anymore, as highlighted
Summary: The amazing turnaround of Meta gained steam after second quarter results and guidance that
Summary: Microsoft beat consensus estimates on both revenues and margins, albeit by a lower degree