On had to be perfect going into earnings. Fast growth company and priced accordingly. On isn't cheap. It wasn't a month ago at $35 and wasn't when I bought it yesterday at $50.70. What On has transcends cheap. On has momentum, good management, and a...
As the weeks go by, the S&P 500 continues to slip in the global rankings.It’s becoming harder to ignore the strength emerging overseas. International markets are flashing compelling opportunities—...
Today, I’m headed to New Orleans for our tri-annual Portfolio Accelerator event.
There’s always been something about this city that resonates with me—not just the food, the music, or the unmistakable soul of the French Quarter—but its...
I should probably wait. I might be able to buy a dip. But there's a name I've wanted in the portfolio for months. They report tomorrow. Expectations aren't exactly "low" but you don't get many dips in the good names.
Everything in markets is connected. Not in theory—in function.
Think of the market like a human body. Your brain is at the center—processing data, storing memories, sending signals. But none of that matters unless the message...
Every day, we sift through the filings to spot where the real conviction lies — cutting through the noise to highlight the most meaningful insider moves.
In a turn of events which would have been shocking virutally any other time in American history the administration finally agreed to a firm 90 day pause on the Chinese tariffs. "Firm" and "Pause" and "Deescalation" and,...
