All Stars Portfolio Coinbase (NASDAQ: COIN): Massive Stock Recovery but Concerns Remain By The Smart InvestorMarch 20, 2024 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Illumina (NASDAQ: ILMN): The calm before the GRAIL divestmentBy The Smart InvestorMarch 18, 2024 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates PayPal (NASDAQ: PYPL): A transition year aheadBy The Smart InvestorFebruary 23, 2024 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
ASP Stock Case Studies Intuit (NASDAQ: INTU): A New Era of AI By The Smart InvestorJanuary 15, 2024 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Illumina (NASDAQ: ILMN): GRAIL to be divested By The Smart InvestorDecember 22, 2023 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Roblox (NYSE: RBLX): “A Healthy Operating Leverage in the Future”By The Smart InvestorDecember 20, 2023 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
All Stars Portfolio The Trade Desk: An Over-ReactionBy The Smart InvestorNovember 22, 2023 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
All Stars Portfolio Meta Platform: This is VindicationBy The Smart InvestorNovember 7, 2023 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Sea Limited (NYSE: SE): Free cash flow is nice, but can you grow? By The Smart InvestorOctober 10, 2023 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
ASP Portfolio Transactions Roblox (NYSE: RBLX): Green shoots on the horizonBy The Smart InvestorSeptember 27, 2023 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
All Stars Portfolio Illumina (NASDAQ: ILMN): Still in limboBy The Smart InvestorSeptember 21, 2023 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
All Stars Portfolio Coinbase (NASDAQ: COIN): Mixed results amid low volatility By The Smart InvestorSeptember 20, 2023 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Doximity (NYSE: DOCS): Upselling falls shortBy The Smart InvestorSeptember 18, 2023 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
All Stars Portfolio MarketAxess (NASDAQ: MKTX): Two steps forward, one step back By The Smart InvestorAugust 19, 2023 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates MongoDB (NASDAQ: MDB): “We Can Fundamentally Replace a Relational Database”By The Smart InvestorJuly 24, 2023 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Block (NYSE: SQ): A Target on its BackBy The Smart InvestorApril 17, 2023 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Sea Limited (NYSE: SE): Hello, free cash flow By The Smart InvestorMarch 26, 2023 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates Shopify (NYSE: SHOP): US eCommerce Penetration Hits 10% By The Smart InvestorMarch 22, 2023 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Twilio (NYSE: TWLO): A Hard Pivot from Growth to ProfitabilityBy The Smart InvestorMarch 7, 2023 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.
Stock updates S&P Global (NYSE: SPGI): Setting the Course for Post-Acquisition Growth By The Smart InvestorMarch 2, 2023 Please log in to access our premium content. If you are not a subscriber, please click here to view our services.