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Weekend reads; Hobbling the AI Expansion
America is shooting itself in the foot
20 hrs ago
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Weekend reads; Hobbling the AI Expansion
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Digital Turbine Turning the Corner
A better quarter from the company, especially for RPD (revenue per device) growth and adjusted EBITDA.
Jul 11
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Digital Turbine Turning the Corner
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A Quick Take on SOFI 2
Powering ahead, up some 150% versus the last time we looked..
Jul 8
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A Quick Take on SOFI 2
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Two Conviction Buys
Here are two conviction stocks we hold (one for a couple of years, the other one we first bought in February 2025) in our Seeking Alpha Investor Group…
Jul 3
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Two Conviction Buys
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Fed independence and US public debt sustainability
This could get dicey, no wonder the dollar is falling..
Jul 1
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Fed independence and US public debt sustainability
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June 2025
A Quick Take on Owlet
While the shares dipped after we took a position for the portfolio of our investor group on Seeking Alpha last December at $5.2 on general market…
Jun 30
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A Quick Take on Owlet
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Some Notable Wins
Up, up, and away..
Jun 25
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Some Notable Wins
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A Quick Take On Usio
Growth is about to accelerate and the shares are cheap
Jun 24
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A Quick Take On Usio
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INmune Bio, Big Risk, Much Bigger Reward
The first drug company to breach $100B in sales?
Jun 17
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INmune Bio, Big Risk, Much Bigger Reward
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A Quick Take on QUALCOMM
See our primer for an overview of the company’s solutions and business model.
Jun 16
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A Quick Take on QUALCOMM
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A Primer on QUALCOMM
Our Primers gets you up to speed
Jun 16
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A Primer on QUALCOMM
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100%+ Dividend Yield? What's the catch?
To say that the YieldMax MSTR Option Income Strategy ETF (MSTY) is an interesting financial instrument is a bit of an understatement:
Jun 13
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100%+ Dividend Yield? What's the catch?
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