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Year: 2022

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Visa: Cheap At 28x P/E, After Double-Digit Growth Again In FY22 (NYSE:V)

November 23, 2022 admin 0

Deepak Sethi/E+ via Getty Images Introduction We review our investment case on Visa Inc. (NYSE:V), with share price back to where it was at our last update three months ago. We continue to believe Visa […]

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Politics And The Markets 11/23/22

November 23, 2022 admin 0

Politics And The Markets 11/23/22

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Ziff Davis Stock (ZD): Q3 2022 Earnings Demonstrated Portfolio Resiliency

November 23, 2022 admin 0

Khanchit Khirisutchalual Thesis update This is an update to my original Ziff Davis (NASDAQ:ZD) thesis. I still recommend buying ZD ($88.61 as of this writing). With its robust digital portfolio, the company is well-positioned to […]

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GLD: My Second-Largest Portfolio Position, On Path To Become My Largest Holding

February 20, 2026 0

GLD: My Second-Largest Portfolio Position, On Path To Become My Largest Holding

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T-Mobile: Don't Lose Faith Now

February 19, 2026 0

T-Mobile: Don't Lose Faith Now

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