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Diageo: An Unprecedented Boom and Bust
Hi reader and welcome to yet another Best Anchor Stocks deep dive, If you have not read the prior deep dives, I just want to let you know that they are…
Jul 25
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Best Anchor Stocks
8
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Diageo: An Unprecedented Boom and Bust
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2
China risk to Big Tech, Index Investing, Vistry, and Nintendo
My conversation with Ryan O'Connor
Jul 24
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Best Anchor Stocks
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China risk to Big Tech, Index Investing, Vistry, and Nintendo
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NOTW #6: Factor Rotation And Why It's Noise For Long-Term Investors
Hi reader, Both indices were down over the last two weeks, the Nasdaq significantly more than the S&P 500. I discuss what most people are attributing…
Jul 20
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Best Anchor Stocks
8
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NOTW #6: Factor Rotation And Why It's Noise For Long-Term Investors
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ASML's Q2 2024: Orders, China, and High-NA EUV
Hi reader and welcome back to another post, ASML reported its Q2 earnings this week on Wednesday and they were good despite the market’s reaction… The…
Jul 19
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Best Anchor Stocks
7
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ASML's Q2 2024: Orders, China, and High-NA EUV
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Why I Am Selling Five Below
Hi reader, Five Below (one of the positions in my portfolio) shared pretty important news yesterday, which not only had implications for its financials…
Jul 17
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Why I Am Selling Five Below
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Is ASML a buy today?
The moat, investing in semis, and the valuation
Jul 11
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Best Anchor Stocks
29
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Is ASML a buy today?
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6
Investing In High-Quality Companies w/ Barry Schwartz and Ernest Wong
Hi reader, Just reaching out to share that I have just uploaded a new podcast. In today's episode I was lucky to be able to speak with Barry Schwartz…
Jul 9
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Best Anchor Stocks
3
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Investing In High-Quality Companies w/ Barry Schwartz and Ernest Wong
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NOTW #5: Noise In Financial Markets And How Demand Moves Stocks
Articles of the week, market commentary, and more
Jul 6
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Best Anchor Stocks
4
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NOTW #5: Noise In Financial Markets And How Demand Moves Stocks
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Durability, Family Ownership, and a Long Growth Runway (Part 3)
The Best Anchor Stock traits
Jul 3
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Best Anchor Stocks
4
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Durability, Family Ownership, and a Long Growth Runway (Part 3)
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June 2024
NOTW #4: Is Generative AI The Disruptive Force Many Believe It To Be?
Articles of the week, market commentary, and more
Jun 29
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5
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NOTW #4: Is Generative AI The Disruptive Force Many Believe It To Be?
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The Traits of a High-Quality Company
And the characteristics that don't signal high quality
Jun 27
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Best Anchor Stocks
27
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The Traits of a High-Quality Company
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A Profitable, Repeatable, and Scalable Model
In-depth analysis into an interesting company going through some bumps
Jun 24
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Best Anchor Stocks
4
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A Profitable, Repeatable, and Scalable Model
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