Stock analysis by a stock analyst! We trade (25+ years) & share our market knowledge and ideas daily and weekly. Please do your own due diligence and see our disclosures.
Another Family Office. Stocks are just pieces of paper, tickers and narratives. P/E, P/S or any valuation metric to justify what’s working or isn’t.
TMT Breakout aims to pass along the most important and relevant technology, media, and telecom stock moving research, trade ideas, and news items along with our own insight and commentary every day. Yes, a TMT Specialist!
In-depth analysis of quality and disruptive tech stocks. Examples of successful multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. I'll be researching similar names here, as well as the key topics in the tech sector.
A weekly newsletter about ASX-oriented technical analysis, commentary and curated watchlists.