Must Reads
Teladoc Health: A Beaten-Down Bargain Worth A Second Look (Upgrade)
I’ve upgraded Teladoc to a tepid buy—not a full conviction call, but the numbers finally tilt in its favor. I believe the company's innovative platfor...
Nebius Group: Expect Another Move-Up On Q2 Earnings
Despite a 67% run-up, Nebius remains undervalued by over 30%, as Wall Street's conservative estimates fail to grasp the company's explosive ARR growth...
Tilray Brands: Gambling A Little Money Now Could Generate Sizable Future Payoff
Tilray Brands is a high-risk, high-reward opportunity after a 99%+ decline over seven years, now trading at deep value levels with minimal bankruptcy ...
One, Big, Beautiful... Default
The OBBBA exacerbates US fiscal deficits, favoring tax cuts for the wealthy while reducing support for low-income Americans, worsening social inequali...
The Market Is Sleeping On A Major Catalyst For Enterprise Products Partners
EPD's strong balance sheet, aligned management, and compelling valuation make it my top conviction big yield investment. There is another big reason t...
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