The Tulip Bubble (1636–1637): The Flower That Fooled Europe
In 1637, Dutch traders turned tulips into a national obsession—then lost everything overnight. Discover how the Tulip Bubble became history’s first financial mania and a timeless investing lesson.
Nintendo: Switch 2 Cycle Sets Up 60%+ Upside
Nintendo (OTCMKTS: NTDOY) and their Switch 2 are off to a record start with 6M units sold in seven weeks. My analysis shows why strong IP, digital sales, and upcoming releases could drive 60%+ investor returns by 2029.
Monster Beverage: Momentum Brewing, But Shares Are Fairly Priced
Monster Beverage (NASDAQ:MNST) had record Q2 sales and strong balance sheet highlight impressive growth momentum—but with shares trading above intrinsic value, the stock looks fairly priced for now.
Niagen Bioscience: A Great Company Suffering From Stock Dilution
Niagen Bioscience (NASDAQ:NAGE) has a debt-free balance sheet and Q2 beat show momentum—but heavy share dilution and a price ~133% above my DCF give the stock a hold rating.
Live Nation Entertainment: A DCF-Driven Bear Case
Live Nation Enternatinment (NYSE:LYV) looks ~48% overvalued on my DCF; mixed Q1 (revenue −11%) plus DOJ/FTC scrutiny threaten ticketing margins and vertical integration—why I rate LYV a sell.
Macy's: An Undervalued Hidden Asset Play
Macy’s (NYSE:M) looks undervalued: my DCF is $18.15 per share, a 0.68 price-to-book hints at mispriced assets, and ~$20.74/share in real estate makes this a classic hidden-asset play.