The ADBE drawdown through the checklist, numbers only
Adobe Inc. (ADBE) It's red, so it's on the screen. Here's the drawdown checklist, applied to today's numbers. THE SETUP ADBE trades at $248.92. Performance: -8.6% over a month, +1.2% over six, -32.0% over a year. Sits…
MSFT DD: what the balance sheet says about staying power
Microsoft Corporation (MSFT) Why does this name keep showing up on quality screens? This post is the answer, with numbers. WHAT THEY DO Microsoft Corporation, a technology company, develops and supports a portfolio of…
JPM filings check: what insiders and Congress disclosed (DD)
JP Morgan Chase & Co. (JPM) Form 4s and PTRs are public, tedious, and the closest thing to a tell the market gives you. Here's the read. CONGRESS (PTRs) 0 buys and 2 sells disclosed in the last 90 days; 60 members have…
HD DD: what Buffett would see here
Home Depot, Inc. (The) (HD) Value DD. Boring on purpose. The exciting stocks are the ones that lose you money. WHAT THEY DO The Home Depot, Inc. VALUATION Trailing P/E 21.0x, forward 18.7x. PEG 2.53. Price/sales 1.8x,…
What the momentum data says about ARM, full numbers inside
Arm Holdings plc (ARM) Let's do the DD properly so nobody says this is just chasing green candles. THE SETUP ARM trades at $275.61. Performance: +10.5% over a month, +112.3% over six, +92.9% over a year. Sits -37.3% fr…
UPS drawdown DD: what the numbers would need to show
United Parcel Service, Inc. (UPS) Rule one of the drawdown checklist: only what's fallen. Rule two: only if the business isn't the reason. Let's see. THE SETUP UPS trades at $99.06. Performance: -3.7% over a month, +6.…
Re-underwriting AAPL from the filings (DD)
Apple Inc. (AAPL) Quarterly check-in on a quality name. Here is what the balance-sheet checklist looked at. WHAT THEY DO Apple Inc. THE SETUP AAPL trades at $336.13. Performance: +6.1% over a month, +35.2% over six, +…
AAPL insider selling: routine or a tell? (DD)
Apple Inc. (AAPL) What the filings say, straight from EDGAR and the House/Senate disclosure portals. INSIDERS (FORM 4) 0 open-market buys worth $0 vs 8 sells worth $18.2M across 3 filers. • Levinson Arthur D (Director)…
BRK-B passes the Graham test: a value DD
Berkshire Hathaway Inc. New (BRK-B) Running the standard screen: Graham's defensive tests first, Buffett's moat questions second. WHAT THEY DO Berkshire Hathaway Inc., together with its subsidiaries, engages in the ins…
TSLA DD: the numbers behind the momentum question
Tesla, Inc. (TSLA) Let's do the DD properly so nobody says this is just chasing green candles. THE SETUP TSLA trades at $356.58. Performance: +4.2% over a month, -9.8% over six, -15.4% over a year. Sits -27.2% from its…
PYPL is -28.2% off its high: the drawdown data (DD)
PayPal Holdings, Inc. (PYPL) Rule one of the drawdown checklist: only what's fallen. Rule two: only if the business isn't the reason. Let's see. THE SETUP PYPL trades at $54.03. Performance: -10.6% over a month, +21.0%…
META: the quality checklist, line by line
Meta Platforms, Inc. (META) Quarterly check-in on a quality name. Here is what the balance-sheet checklist looked at. WHAT THEY DO Meta Platforms, Inc. THE SETUP META trades at $665.60. Performance: +11.9% over a mont…
Who's selling AVGO: reading the Form 4s
Broadcom Inc. (AVGO) Form 4s and PTRs are public, tedious, and the closest thing to a tell the market gives you. Here's the read. INSIDERS (FORM 4) 0 open-market buys worth $0 vs 53 sells worth $283.7M across 5 filers.…
PG DD: what Buffett would see here
Procter & Gamble Company (The) (PG) Value DD. Boring on purpose. The exciting stocks are the ones that lose you money. WHAT THEY DO The Procter & Gamble Company provides branded consumer packaged goods worldwide. VALU…
AMD DD: momentum is real, here's the data (and the risk)
Advanced Micro Devices, Inc. (AMD) Let's do the DD properly so nobody says this is just chasing green candles. THE SETUP AMD trades at $516.13. Performance: +6.9% over a month, +161.0% over six, +225.5% over a year. Si…