25+ years in financial analysis. Every week: one stock, 500 words, one honest opinion.
OpenAI
+6
Mar 20, 2026
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4 min read
Oracle: 60% down, $553bn in orders, one customer is 54% of it.
Dividend stocks
+4
Mar 19, 2026
Hormel has never been a highflyer. Especially not in recent years. But that's exactly why I like the stock right now.
