AVGO: Run It Twice

AVGO: Run It Twice

The best stock recommendation I ever got was at an investors meetup in San Francisco about a decade ago. At the time I was infatuated with a stock called Ambarella (AMBA) which provided the chips for GoPro (GPRO) – which…

Is PANW Too Expensive?

Is PANW Too Expensive?

Cybersecurity leader Palo Alto Networks (PANW) reported earnings after the close Tuesday. I’ve long followed PANW because it has “Palo Alto” in its name and cybersecurity is a secular growth story. But I’ve never bought the stock because I’ve always…

Is ZM A Value Trap?

Is ZM A Value Trap?

In my opinion, the hardest thing in investing is admitting when you’re wrong. I have a tendency to hang on to my losers too long – and then they’re down so much that I figure there must be value by…

WMT Is Crushing It

WMT Is Crushing It

It’s been a good week for Top Gun as Home Depot (HD) reported a bad quarter on Tuesday morning and Walmart (WMT) just reported an excellent one. (Last week was a different story as PayPal (PYPL) disappointed). In “WMT Earnings…