SNDK
+4
May 1, 2026
•
2 min read
SanDisk: Impressive Numbers, Not a Buy for Me
The best-performing S&P 500 stock this year just posted blowout numbers. Here's why I'm watching from the sidelines.
China
+4
Apr 22, 2026
•
2 min read
JD.com: Why I Bought the Eastern Capital of Online Retail
Beijing, 1998. A tiny electronics shop. Today China's largest online retailer. The risks are real, but so is a compelling valuation. I couldn't help myself.
HPQ
+4
Apr 16, 2026
•
2 min read
HP: Falling Knife or Good Entry Point?
PCs, printers, and a 20% OCF yield. Not sexy. But hard to ignore.
SATS
+5
Apr 2, 2026
•
5 min read
EchoStar: The Back Door to the SpaceX IPO
EchoStar was almost bankrupt. Today it is one of the few ways to position yourself ahead of the biggest IPO in history.
