Apr 6, 2023 by Kaustubh Deshmukh (KD)Now May Be an Excellent Time to Buy This Long-Term WinnerProfitable growth and an attractive valuation make Endava a compelling opportunity.
Mar 5, 2023 by Kaustubh Deshmukh (KD)2 Building-Block Stocks to Give Your Portfolio Global ExposureInvesting in high-quality businesses based outside of the U.S. can bring valuable balance to long-term stock portfolios.
Feb 28, 2023 by Kaustubh Deshmukh (KD)2 Cash-Flow Machines to Buy NowStrong underlying competitive advantages enable these businesses to grow profitably.
Feb 17, 2023 by Kaustubh Deshmukh (KD)Adyen's Betting on Itself, and That Should Excite Long-Term InvestorsAdyen's willing to take a short-term hit to realize its long-term ambitions.
Jan 26, 2023 by Kaustubh Deshmukh (KD)Snowflake's Smart Acquisition Should Excite Its InvestorsSnowflake is tuning out the macro noise and focusing on its long-term success.
Jan 23, 2023 by Kaustubh Deshmukh (KD)1 Hot Restaurant Stock That's Up 68% Over the Past 6 MonthsWingstop has handsomely rewarded its investors over the short and long terms, but its future looks even more promising.
Jan 12, 2023 by Kaustubh Deshmukh (KD)Could Roku's Bold Announcement Turn Out to Be a Genius Move?Roku's plan may seem perplexing when viewed in isolation, but it makes perfect sense in the broader context of its strategy.
Dec 15, 2022 by Kaustubh Deshmukh (KD)2 Tech Stocks Down 64% to Buy NowA "Santa Claus" stock market rally may or may not be underway, but some great businesses are certainly on sale at good prices.
Dec 9, 2022 by Kaustubh Deshmukh (KD)2 Growth Stocks That Make the Perfect Holiday Gift for Your Future SelfCrowdStrike and Snowflake should power through near-term macro headwinds.
Nov 29, 2022 by Kaustubh Deshmukh (KD)Down 56%, This Market-Beating Stock Is a Screaming Buy TodayThis steady performer is deftly navigating the macro headwinds and well-poised for future success.
Nov 25, 2022 by Kaustubh Deshmukh (KD)Adyen's Growing on Its Own Terms. Does That Make It a Buy?"The Adyen Formula" is creating a sustainable path of success for the company for years to come.
Nov 18, 2022 by Kaustubh Deshmukh (KD)Investing in These 2 Tech Stocks Now Could Be a Genius MoveHeeding Warren Buffett's advice to "be greedy when others are fearful" can transform the financial fortunes of patient long-term investors.
Nov 16, 2022 by Kaustubh Deshmukh (KD)2 of the Best Growth Stocks to Buy Right NowDistinct competitive advantages make these two businesses long-term winners.
Nov 7, 2022 by Kaustubh Deshmukh (KD)The Market's Disregard for Alphabet Should Make Investors SmileThe stock market may be dismissing Alphabet, but this long-term winner now seems too good a bargain to overlook.
Oct 28, 2022 by Kaustubh Deshmukh (KD)This Innovation Machine Is Set to Win in the Long RunIt's time to ignore the media noise and invest in high-quality businesses like Datadog.
Oct 19, 2022 by Kaustubh Deshmukh (KD)Why The Trade Desk Is Not Just Another Ad StockIts stock may be down 40% this year, but The Trade Desk can still maximize its opportunity and win both short and long term.
Oct 13, 2022 by Kaustubh Deshmukh (KD)1 Growth Stock Down 70% to Buy Right NowThe disconnect between MongoDB's long-term focus and the stock market's near-term expectations has created a bargain for investors.
Sep 6, 2022 by Kaustubh Deshmukh (KD)Here's Why Adyen Is a Long-Term Growth MachineLooking past the market volatility and buying this business can do wonders for long-term investors.
Sep 3, 2022 by Kaustubh Deshmukh (KD)This Software Company's Handling of Short-Term Headwinds Shows It's a Long-Term WinnerEPAM is proving the durability of its competitive advantages and the resilience of its business.
Aug 25, 2022 by Kaustubh Deshmukh (KD)Airbnb's Falling Stock Price Could Be a Gift for Smart InvestorsThe company's highly efficient business model is paving the way for favorable long-term returns.
