Recent articles
The Fastest-Growing Company I've Ever Seen in 5 Charts
This company sold nothing three years ago. Today, it's a force in the world of coffee.
In Investing -- Like in Life -- It Doesn't Pay to Be Too Clever
Sift out the noise and focus on these three forces.
Why I (Still) Don't Want to Own Starbucks Stock...and You Shouldn't Either
The coffee giant may be a great business, but a handful of rising headwinds make it an iffy investment.
What You Can Learn From a Winning Bet on Shopify Stock
When a company has these five traits, don't worry about the price.
3 Charts That Show Intuitive Surgical Is Transforming Before Our Eyes
Could this really become a subscription company?
My 3 Top Large-Cap Stocks to Own Heading Into 2020
They all have four things in common.
My 3 Top Small-Cap Stocks to Own Heading Into 2020
You've probably never heard of them. Therein lies the opportunity.
My Top 3 Mega-Cap Stocks to Own in 2020
It takes exceptional success for a company to grow into the half-a-trillion-dollar range, and there's plenty of reason to expect these will continue to perform.
Better Buy: Veeva Systems vs. Zendesk
In a battle between these software-as-a-service heavyweights, this is the key differentiator.
Why I'll Be Buying Shares of This Small E-Commerce Company in 2020
I'm sidestepping the usual e-commerce heavyweights like Amazon and Shopify for this $5 billion company.
3 Top Mid-Cap Stocks to Own Heading Into 2020
Hint: They all have one big trait in common.
Why I'm Selling (Some of) My Amazon Stock
It has nothing to do with valuation or potential.
Why Shopify Investors Should Root Against an Amazon Breakup
A key advantage the online retailing platform currently benefits from would evaporate overnight.
If You Invested $10,000 in Beyond Meat's IPO, This Is How Much Money You'd Have Now
It's actually been a great investment -- so why is everyone talking about how the stock has fallen?
The Single Most Exciting Detail From Veeva's Earnings Call
Management let some news slip that shouldn't be overlooked.
Where Will Veeva Systems Be in 5 Years?
Looking back from 2023, the stock might actually seem cheap today. Here's why.
Better Buy: Amazon vs. Walmart
Is Walmart's impressive e-commerce strategy enough to give it an edge?
Better Buy: Align Technology vs. Intuitive Surgical
It all comes down to one thing: a sneaky network effect.
Better Buy: Salesforce.com vs. Veeva Systems
One is slightly cheaper. The other has a slightly better financial position. But which has a wider moat?
3 Stocks That Could Help Send Your Kids to College
Latin America, online security, and trying to make the bullet obsolete -- investing in all three could help send your kids to college.