Dissecting the Markets

Dissecting the Markets

Contrarian thinking in an age of herd mentality.

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Texas Roadhouse $TXRHTexas Roadhouse $TXRH
The Steakhouse That's Hiding Its Pricing Power

The Steakhouse That's Hiding Its Pricing Power

Texas Roadhouse dominates on value today, but their real opportunity lies in tomorrow's price increases.

Dissecting the Markets
Dissecting the Markets
IPOIPO
The Next Tesla Moment: Two IPOs That Could Mint Millionaires

The Next Tesla Moment: Two IPOs That Could Mint Millionaires

Why Circle and Airo represent the same transformative opportunity that TSLA, META, and UBER offered early investors—before Wall Street wakes up

Dissecting the Markets
Dissecting the Markets
Self DevelopmentSelf Development
The Prison Paradox: Why Alcatraz Inmates Were More Focused Than Today's CEOs

The Prison Paradox: Why Alcatraz Inmates Were More Focused Than Today's CEOs

What happens when you strip away every distraction? The inmates reading philosophy behind bars have the answer.

Dissecting the Markets
Dissecting the Markets
Amazon $AMZNAmazon $AMZN
+1+1
Would you rather own all of Bitcoin or Amazon?

Would you rather own all of Bitcoin or Amazon?

For me, I'd choose Amazon. Bitcoin bros might not understand this but it's always good to be diversified.

Dissecting the Markets
Dissecting the Markets
M&AM&A
Dick's $2.4B Foot Locker Bet: Genius or Gamble?

Dick's $2.4B Foot Locker Bet: Genius or Gamble?

Why the sporting goods giant is doubling down on urban markets and sneaker culture, and what it means for the future of athletic retail

Dissecting the Markets
Dissecting the Markets
MacroMacro
Why I'm not concerned with the US Debt Downgrade

Why I'm not concerned with the US Debt Downgrade

We've seen this drama before and in the end, the US government is doing alright

Dissecting the Markets
Dissecting the Markets
Lowe's $LOWLowe's $LOW
+1+1
The Soul of Our Spaces: How Home Depot and Lowe's Built the Microwave Economy

The Soul of Our Spaces: How Home Depot and Lowe's Built the Microwave Economy

In pursuit of convenience and affordability, we've traded architectural charm for cookie-cutter conformity, and Wall Street has rewarded us for it.

Dissecting the Markets
Dissecting the Markets
Disney $DISDisney $DIS
Why Disney is smart for building a theme park in Abu Dhabi

Why Disney is smart for building a theme park in Abu Dhabi

One would be astonished by how theme parks in the UAE are an amazing way to capitalize on the growth of the global middle class

Dissecting the Markets
Dissecting the Markets
Uber $UBERUber $UBER
Understanding the ROI of Uber One's membership (from Uber's perspective)

Understanding the ROI of Uber One's membership (from Uber's perspective)

One would be surprised at how impactful this subscription program is in boosting Uber's bottomline while saving consumers money on delivery fees.

Dissecting the Markets
Dissecting the Markets
Ferrari $RACEFerrari $RACE
The Prancing Horse That Defies Economic Gravity

The Prancing Horse That Defies Economic Gravity

If I was Greg Abel, I'd use Berkshire's cash war chest to buy the entirety of Ferrari.

Dissecting the Markets
Dissecting the Markets
Apple $AAPLApple $AAPL
An optimistic take on the Apple Vision Pro

An optimistic take on the Apple Vision Pro

With factors that are out of Apple's control, Apple knew it can still benefit from the launch and become the default VR platform of the future

Dissecting the Markets
Dissecting the Markets
Walmart $WMTWalmart $WMT
Walmart's new growth catalyst: convenience stores & gas stations

Walmart's new growth catalyst: convenience stores & gas stations

Inside the retail giant's aggressive fuel center expansion and what it means for convenience store competitors

Dissecting the Markets
Dissecting the Markets
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