Sitemap - 2025 - Best Anchor Stocks
Does the market get noisier in December? (+ some clarifications on Shift4's TRA liability) (NOTW#73)
🎥 The 1st Best Anchor Stocks Webinar!
Fighting the narratives (NOTW#72)
Trump’s Crusade on Deere (and the Investor Day highlights)
Webinars coming to Best Anchor Stocks! (NOTW#71)
Resmed (RMD): The Sleep “Monopoly”
Thanksgiving weekend and Nvidia's "battle" against Google (NOTW#70)
Deere’s Q4 2025: Will it be worth the wait?
The Cracks in the "AI trade" and Adobe's Acquisition of Semrush (NOTW#69)
Judges’ Scientific (JDG.L): Time to do something
Markets weakening, 13F season, and what next? (NOTW#68)
Constellation's Q3: Swimming Against The Current
Reflections about a tough market (NOTW#67)
Terrible Expectations Management
A Nuanced View on the AI/Capex Dilemma (NOTW#66)
Is Andy Jassy a good CEO again?
Hermes’ and Atlas Copco’s earnings, Adobe’s "resurrection", and many more news (NOTW#65)
T.A.C.O, Bank Earnings, and plenty of company-specific news (NOTW#64)
A new addition to my portfolio
ASML: Quarters Don't Really Matter
Tariff Tantrum all over again, and my strategy (NOTW#63)
The Revival of Healthcare (Jinxed It!), What Sora 2 means for Adobe, and more (NOTW#62)
I will trim ASML when it gets to this price
Section 232 Tariffs, Some Self-Reflection, And Plenty Of (Relevant) News (NOTW#61)
Is AI eating Vertical Market Software?
Questionable US policy, Timing Inflections, and Judges' Earnings (NOTW#60)
Why isn't Adobe's stock working?
China fires against Texas Instruments
Earnings Volatility, ASML Insiders Buying, and the Company I Added to this Week (NOTW#59)
Things I Have Learned and What I Bought This Week (NOTW#58)
2021 all over again (?), Intuit’s earnings, and Nintendo’s dominance (NOTW#57)
The market just doesn’t care
The Death of Software and (more) Tariffs (NOTW#55)
What is the market worried about?
Tariffs, Markets Dropping, & Investing Psychology (NOTW#54)
Everything up and to the right…except the guide
Healthcare Working Again (?) & What Intel Earnings mean for ASML (NOTW#53)
The Good, The Bad, (but primarily) the Ugly
Some bad news...but some excellent news
A Portfolio Discussion & The Indirect Impact of Tariffs (NOTW#52)
Tariff talk again, a $10 million handbag, and announcing the next in-depth report (NOTW#51)
Minimizing Uncertainty through Investment Criteria (NOTW#50)
The Market Played With Investors (Again!) (NOTW#49)
Interest Rates, Asymmetry, and Nintendo's Valuation (NOTW#48)
“We are retooling the business for AI-driven growth.”
A New Conflict (What a 5 years!) (NOTW#47)
Trump vs. Musk And Why Retail is Hard (NOTW#46)
How Japan became Invisible without losing Dominance
Don't Make These Investment Mistakes
The Boy That Cries Wolf and The Healthcare Industry (NOTW#44)
Becoming the farm's operating system
Unforcasteability and a Downgrade (NOTW#43)
Constellation’s Q1, AGM, and Valuation
Nintendo: Finally looking forward
Market overreaction or justified drop?
A Tale as Old as Time (NOTW#42)
False Positives, How Markets Climb a Wall of Worry, and the next in-depth report (NOTW#41)
Is that light at the end of the tunnel?
The Awakening of the Sleeping Dragon w/ Made in Japan
The Eye of the Storm (NOTW #40)
🎙️ Nintendo: The Switch 2 Edition w/Ryan O'Connor
How the market can play with you (NOTW#39)
Why I am (still) adding to Nintendo
Bluff, Break, or Burn: Trump’s Market Gamble (NOTW#38)
Vials, Tubes, & Billion-Dollar Niches w/ Jon aka. Borlaug
18. Vials, Tubes, and Billion-Dollar Niches w/Jon aka. Borlaug
Certainty might also be bad for the market (NOTW#37)
A Recessionary and Tariff-driven World
The market is a huge rotation machine (NOTW#36)
A Recessionary and Tariff-driven World
🎙️Understanding Shorting w/ Paul Cerro
17. Understanding Shorting w/ Paul Cerro
Are We Witnessing Adobe’s Funeral?
Unpacking the drivers of value creation
The Market Hates Uncertainty (NOTW#35)
More Information for a lower price
Why you should be careful with forecasters (NOTW #34)
🎙️Quality Where You Least Expect it To w/ Jeremy Kokemor
16. Quality Where You Least Expect it To w/ Jeremy Kokemor
Keysight, Much Better than the Drop Would Suggest
Is Copart's Valuation Justified?
Indices dropping and signs of a bull market (NOTW#33)
Deere: Still cheap after the run?
Returns, Reinvestment, & Valuation w/ Andy Feldman
15. Returns, Reinvestment, & Valuation w/ Andy Feldman
The Global Trade War and the Asymmetric Returns to Long-Term Forecasts (NOTW#32)
Texas Instruments’ 2025 Capital Management Update
Three Reasons to be Optimistic
Deepseek, Tariffs, the Fed, GDP...choose whatever you want! (NOTW#31)
The Potential Implications of Deepseek for Certain Industries
DeepSeek's New Model and What It Might Mean for Markets (NOTW#30)
14. The Qualities of Industrial Assets w/ John Rotonti
A fertile ground for the individual investor
Incentives, incentives, incentives, and some pretty relevant news (NOTW#29)
Is Alcohol Consumption in Terminal Decline?
Higher interest rates for the right reasons and why I am adding Keysight to my portfolio (NOTW#28)