Recent articles
Grand Canyon Education Comes Out Swinging
The company argued convincingly that a recent short-seller report doesn't pass.
The Evolution of SaaS -- Why Datadog's Growing Umbrella Makes the Stock a "Buy"
It isn't enough to be an SaaS company anymore. Consolidation is coming.
My Most Highly Anticipated Tech Earnings for February
Almost no one is focused on the third point. Therein lies an opportunity.
MercadoLibre Isn't Just an E-Commerce Play Anymore, and That's a Good Thing
What started as a small tool to help its online store has now taken over.
I Was Dead Wrong About Chipotle Stock ... and That's OK
I simply didn't count on this happening.
The Secret Tool I Use to Beat the Market
This under-the-radar website makes it easy to eliminate toxic companies from your portfolio.
3 Big Reasons Investors Are Bailing on New Relic
It goes much deeper than the rollout of New Relic One.
Is Grand Canyon Education Really the "Enron of Education"?
No, but that doesn't mean Citron doesn't raise important issues about this for-profit services arm of a Christian college.
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.