Nike: An Underperforming Giant

Why I am not orienting my portfolio around AI

Why I'm Bullish on Nu Holdings

Which Industries Will Benefit from EVs?

Costco: An Amazing Business Model

Rivian and Lucid: Future Leaders or Laggards?

Enovix: An Overview

Why I'm Bullish on Airbnb

Why I am Bullish on the Residential Solar Industry and Enphase Energy

Ferrari and Electric Vehicles

Can Ferrari Succeed in the EV Era?

Microsoft and Activision Blizzard

Does the Potential Acquisition Make a Difference?

The Streaming Era

Why the Apple-MLS Deal is Important