Rob’s Fundamental Stock Analysis
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Are they on the right PATH?
Ever week I pride (and force) myself to get up to speed on at least one new name. Read the transcripts, the press releases and model out what I think…
Mar 24
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Rob's Educated Guesses
6
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Are they on the right PATH?
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Two New Longs
ADBE and DELL
Mar 15
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Rob's Educated Guesses
6
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Two New Longs
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The Wealth Effect
Economists universally agree that if you give the consumer money, they will spend it. I can recall the government response during the GW Bush Presidency…
Mar 9
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Rob's Educated Guesses
7
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The Wealth Effect
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AI Investing for (Investor) Dummies
Most often, I am asked for the list of tickers that benefit from AI rather than explain the technology, its use cases or revenue business models based…
Mar 3
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Rob's Educated Guesses
4
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AI Investing for (Investor) Dummies
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February 2024
The Market is Just Nifty
The Market is Just Nifty Traders make money identifying market disequilibrium’s, stacking chips (profits) and avoiding or reducing losses when wrong…
Feb 25
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Rob's Educated Guesses
6
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The Market is Just Nifty
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The Lessons of Paypal & Tesla
The Sell-side will lead you up and down the Mountain
Feb 18
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Rob's Educated Guesses
3
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The Lessons of Paypal & Tesla
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Questioned and Questionable
“I would rather admit that I do not know than pretend I do.” Any idea the person that spoke these words? Refreshing to hear someone not pretend to know…
Feb 11
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Rob's Educated Guesses
5
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Questioned and Questionable
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Is Apple Committing Section 18 Violations?
Look over here, no look over here!
Feb 4
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Rob's Educated Guesses
3
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Is Apple Committing Section 18 Violations?
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January 2024
The Tuesday Tell
Followed by the Wednesday Word Salad
Jan 27
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Rob's Educated Guesses
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The Tuesday Tell
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The Blow Off Phase
Recurring revenue, subscription revenue and razor-razor blade businesses are “the bomb” for investing in “compounders”, until they slow or become…
Jan 21
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Rob's Educated Guesses
5
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The Blow Off Phase
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1
Invite your friends to read Rob’s Fundamental Stock Analysis
Thank you for reading Rob’s Fundamental Stock Analysis — your support allows me to keep doing this work. If you enjoy Rob’s Fundamental Stock Analysis…
Jan 14
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Rob's Educated Guesses
2
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Invite your friends to read Rob’s Fundamental Stock Analysis
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It's NOW or NEVER
CRWD, NVDA, AMZN, PANW and more.....
Jan 14
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Rob's Educated Guesses
5
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It's NOW or NEVER
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