Billy Duberstein

Billy Duberstein

TMFStoneOak

I love looking at the "story" behind investments from an interdisciplinary point of view, with an equal appetite for high-growth disruptors and beaten-down value names.

Recent articles

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Why Shares of Advanced Micro Devices Rose 14.7% in the First Half of 2020

The high-growth chipmaker received a boost on cloud, gaming, and notebook demand in the stay-at-home economy.


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Why Fortinet Stock Rose 28.6% During the First Half of the Year

The cybersecurity stock benefited with the rest of its sector, and a new product innovation gave shares an extra jolt.


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Why Shares of Synopsys Gained 40.1% During the First Half of 2020

The resilient technology software company rebounded strongly from the March lows.


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Why HubSpot Surged 41.5% in the First Half of 2020

The software-as-a-service company should weather COVID-19 and come out strong on the other side.


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Why Shares of T-Mobile Rose 32.8% in the First Half of 2020

The wireless carrier reported solid results and finally closed its game-changing merger with Sprint.

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Why Shares of MongoDB Skyrocketed 72% in the First Half of 2020

The new-age database company received a jolt of optimism around the need for rapid business digitization.


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Why Shares of Chewy Rose 54.1% in the First Half of 2020

The pet food e-commerce player is ideally suited for a pandemic.


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Don't Be Fooled: Luckin Coffee's Chairman Is Still in Control After "Ousting"

Lu was "officially" ousted as chairman on July 5, but that headline doesn’t match the grim reality of this Machiavellian boardroom drama.


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Why Shares of ServiceNow Rose 43.5% in the First Half of 2020

The enterprise software giant delivered solid earnings amid the pandemic.


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Why Alteryx Shares Gained 14.1% in June

Shares of the analytics software company grew along with its in-favor sector during a relatively quiet month.

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Why Aurora Cannabis Fell 12.9% in June

Despite selling assets and laying out a massive restructuring plan, shares fell back after a big May run.


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3 Travel Stocks to Buy in July

Looking to play a rebound in travel? Here are three of the best ways to do it.


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Why Shares of Baidu Rose 12.5% in June

The leading Chinese search engine might get bailed out of a loss-making division.


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3 5G Stocks to Buy in July

The 5G supercycle is upon us. Here are the three best ways to play it heading into summer.


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Why Shares of iQiyi Rocketed 39.8% in June

The “Netflix of China” surged on rumors of a buyout by an even larger rival.

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Why Datadog Stock Surged 22% in June

The app-monitoring juggernaut got two very powerful endorsements last month.


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3 Large-Cap Stocks to Buy in July

Large companies with great balance sheets are looking good right now. Here are three at the top of my list.


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Why Lam Research Stock Surged 18.2% in June

Several of the semiconductor equipment company's big customers reported positive developments, bringing its shares up along with them.


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Why Micron's Earnings Could Skyrocket Over the Next Year

Memory cycles tend to follow a pattern. Despite COVID-19, Micron’s recent results point to an up-cycle that's just getting started.


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Royal Caribbean Cruises in 4 Charts

The cruise company had an impressive history of growth and profit expansion. That is, it did before COVID-19.