Posts

Bets for 2/4/26
Bets for 2/4/26
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Bets for 2/3/26
Bets for 2/3/26
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Bets for 2/2/26
Bets for 2/2/26
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Margin Pressure Has United Health Figure Foured Over Margin Worries: Recovery Will Come.
Margin Pressure Has United Health Figure Foured Over Margin Worries: Recovery Will Come.
UnitedHealth Group’s pullback over the last two sessions looks less like a thesis break and more like classic near-term noise colliding with a crowded long position. Investors are reacting to... Read more...
Brewing on the Outlook for Starbucks
Brewing on the Outlook for Starbucks
Originally Posted October 29, 2025 I’m going to make a case for Starbucks that’s really common sense when you think about the business, brand, and history of executing. Over the... Read more...
Dawn of the Digital Broker: Robinhood’s Ascent in Asset Management
Dawn of the Digital Broker: Robinhood’s Ascent in Asset Management
Originally published November 22, 2025 Robinhood is emerging as one of the most structurally advantaged consumer fintech platforms of the past decade, driven by a powerful mobile-native brand and a... Read more...