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Circle (CRCL): Stablecoin giant, speculative investment
More macro than management (at least for now)
Dec 11, 2025
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How modern payments really work (and who actually gets paid)
Understanding the business models that run global payments
Nov 25, 2025
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Fiserv (FISV): A story that warrants patience and considerable caution
Cracks emerge in the growth narrative
Nov 17, 2025
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Costco Wholesale Corp. ($COST): A Discounted Cash Flow (DCF) Approach
Free article
Mar 22, 2025
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Dick’s Sporting Goods ($DKS): The Best Operator In The Sporting Goods Sector
1.
Mar 18, 2025
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Is e.l.f. Beauty ($ELF) a Fallen Angel?
Introduction
Feb 23, 2025
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Update on Academy Sports and Outdoors ($ASO): Reviewing Q3 2024 Results
As you know I have written several articles about Academy Sports and Outdoors (ASO), the last one less than one month ago reaffirming my thesis. This…
Dec 12, 2024
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Nov 25, 2024
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