I analyze public companies and share my thoughts, not to pitch them for investment purposes, but to learn more about the business (and the industry it operates in). Disclosure: No position in Intuit. [https://thefinancecorner.substack.com/p/deep-dive-into-intuit](https://thefinancecorner.substack.com/p/deep-dive-into-intuit) TLDR: \- Down over 50% this …
I analyze public companies and share my thoughts, not to pitch them for investment purposes, but to learn more about the business (and the industry it operates in). Otis was a fun deep dive. [https://thefinancecorner.substack.com/p/otis-the-subscription-that-nobody](https://thefinancecorner.substack.com/p/otis-the-subscription-that-nobody) TLDR: \- The founder's marketing …
Have been seeing the tech sector heading down a bit but the S&P hasn't moved. Im new to investing and want to know why the S and P isn't trending down also?
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**I wrote the following less than a month ago, and since then McKesson has powered on and is up almost 10%.** I thought it would be good to revisit it. I wanted to share a quick fundamental thesis on McKesson …
My career background is in finance/fintech and I've often invested into concentrated value stocks that have served me well, but I felt like I didnt have enough time to do the process as I would like. With the advent of …
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I have a rule where I won’t buy into a company if another company can duplicate their product. Companies like Nike, lulu lemon, Pepsi, or Starbucks. While some of these companies do well, I feel like you’re always one mistake …