CFA Economist, financial analyst, columnist

Entrepreneurial, analytic and independent thinker, with a passion for communication and education about economic markets and investment ideas. Investment manager and consultant.


Visa Stock: Good Quality And Reasonable Valuation
Visa is up by 25% in the past year, and investors may be wondering if the stock is too expensive at current prices. Let's take a deeper look...
How To Combine Value And Quality To Outperform The Market
Successful investing doesn't need to complex. All it comes down to is buying good companies for an attractive valuation. This is easier said than done, though, and the right implementation is even more important than designing a good strategy.
Cisco Stock: Quality And Valuation
Cisco's (CSCO) stock has been on fire lately, gaining almost 30% in the past 12 months on the back of solid financial performance from the business. But past performance does not guarantee future returns. Is the stock running out of steam?
McDonald's: A Solid Business But Fully Priced
McDonald's (MCD) stock has performed remarkably well in the past five years, gaining almost 127% on a total return basis versus a cumulative total return of nearly 75% for the S&P 500 in the same period.
JPMorgan: A Top Quality Stock For An Attractive Valuation
You don't need to reinvent the wheel in order to do well in the stock market over the long term. Far from that, a simple and straightforward investment thesis can be particularly effective.
Palo Alto Networks: A Growth Leader In Cybersecurity
Palo Alto Networks is a growth leader in cybersecurity with an impeccable track record of rapid growth and outperforming expectations.


AAPL Apple Inc.
ABBV AbbVie Inc.
AMAT Applied Materials Inc.
AMGN Amgen Inc.
ANET Arista Networks, Inc.
BA The Boeing Company
BABA Alibaba
BAC Bank of America Corporation
BBY Best Buy Co.
C Citigroup Inc.
CAT Caterpillar Inc.
COIN Converted Organics Inc.
CRM inc.
DIS The Walt Disney Company
FB Facebook Inc
GBTC Bitcoin Investment Trust
GILD Gilead Sciences Inc.
GM General Motors Company
GOOG Alphabet Inc. (Google)
GOOGL Google (A shares)
HD Home Depot Inc.
IBM International Business Machines Corporation
INTC Intel Corporation
JPM JPMorgan Chase & Co.
LRCX Lam Research Corporation
MA MasterCard Incorporated
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Latest Posts
No Crystal Ball Required: An Interview With Quant Investor Andres Cardenal, CFA
Andres Cardenal, discusses his data-driven strategies and how they can help investors protect their capital in all types of market environments. Also why investors should pay attention to tech stocks.

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