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Welltower Needs A Miracle To Justify This Price
Welltower trades at an extreme premium, with a 41x forward AFFO multiple and implied cap rates below 3%. WELL’s short-term AFFO per share growth is st...
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America's Most Powerful Banker Just Confirmed It: I Want These 5 Stocks, Not The Market
I prioritize a TOLL+M investment model—tangible assets, oligopoly advantages, low incremental CapEx, durable cash flows, and macro tailwinds—to build ...
Intel: Grotesque Valuation
Intel posted a strong Q2 earnings beat, driven by 25% year-over-year revenue growth, primarily from its AI data center segment. Intel's Data Center an...
Microsoft: One Of The Best Buying Opportunities In Big Tech
Microsoft is rated Strong Buy, driven by accelerating cloud and AI monetization, with a compelling setup ahead of fiscal Q4 earnings. MSFT's Intellige...
