SFM
+4
Sep 24, 2026
•
3 min read
Michael Burry added to his Sprouts Farmers Market stake. I bought too: P/CF below 9, 20% annual adjusted EPS growth since 2015, and one catch. Why I'm starting small.
Dividend Stocks
Sep 4, 2026
A French company most investors have probably never heard of. Wrongly so, in my view. Rubis has raised its dividend for 30 straight years, and the yield now tops 6%. I'm not passing this one up.
Networking
Jul 10, 2026
2 min read
From servers to AI infrastructure, Hewlett Packard Enterprise is hitting several structural growth trends at once. Why I just built a position.
May 8, 2026
Down over 40%, 11 trillion data points, one in eleven US private sector employees on its payroll. I think the market has mispriced Paychex
China
Apr 22, 2026
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
Apr 16, 2026
PCs, printers, and a 20% OCF yield. Not sexy. But hard to ignore.
Apr 9, 2026
4 min read
ABM cleans offices, repairs air conditioning systems, and manages parking lots. Not exactly a headline-grabber. But the valuation is.
Mar 24, 2026
Agnico Eagle: 30% down, record reserves, zero net debt. This is what quality looks like on sale.
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.
