Unusual options activity in Adobe
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Mixed market: technology surges, macro data concerns
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Meta: extended and expensive, but here to stay
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Meta: immense financial power and industry dominance
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Meta is identical to Google from a business perspective
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Meta: in-depth analysis of the social media giant
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Significant and interesting director purchase
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An interesting stock to watch
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The whales are moving!
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How do you know if a stock is "cheap" or "expensive"?
GuidesSep 3, 20253 min read
Google: there is no 'buy time'
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Google: profitable cloud, strong growth, and a technological ecosystem
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Google's moat is clear
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The seventh stock but the first in my heart: Google
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The stock market opens weakly: tariffs, yields, and September challenges
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Zara - a one-man empire!
DeepdivesSep 2, 20255 min read
Adobe: AI challenges, debt, and low multiples
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Adobe: stuck since 2020 – will AI save it?
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Adobe: moat, subscriptions, and risks from the 10K
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Adobe: did it miss the AI revolution?
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Ulta Beauty: a wave of buy recommendations and rating upgrades
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Microsoft: technical analysis and waiting for a correction
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Fundamental and business analysis
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Risks from the 10K report
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