The reason to hold Costco through any multiple debate is that the membership line is not just growing — it is accelerating, and its quality is improving. Everyone agrees the franchise is elite. The contested question is whether 46x trailing earnings — roughly 40-42x forward — ...
Read Article ›This is not a company watching solar demand evaporate; it is a premium hardware franchise re-routing US demand from cash sales onto TPO rails while monetizing a domestic-manufacturing credit annuity that peers can't match. The three things that decide the next two quarters are...
Read Article ›Fair Isaac is three businesses welded into one ticker: the FICO Score franchise that sits at the center of nearly every U.S. consumer credit decision, a smaller direct to consumer scores business (myFICO), and an enterprise decisioning software segment built around the FICO Pl...
Read Article ›The market is pricing Match Group as a melting ice cube. The leading indicators say the ice has stopped melting — and the cash machine underneath is being badly underrated. Match Group is a portfolio of dating apps wrapped around two assets that matter and a long tail that mos...
Read Article ›Lam Research delivered a record March quarter and guided its June quarter to a stunning $6.6 billion in revenue — roughly 10% above consensus at the time. The business is accelerating across memory, foundry, and services. Yet with shares near $318, up close to 300% in the past...
Read Article ›Invitation Homes trades near $29, roughly 15% below the average sell-side target and at an implied cap rate approaching 7%—well above the low-4% cap rates the company is realizing on home dispositions to end buyers. That gap creates a rare capital-allocation opportunity that m...
Read Article ›Credo Technology (CRDO) has delivered one of the most explosive revenue trajectories in the semiconductor sector—revenue grew nearly sevenfold in two years to an expected ~$1.3 billion for fiscal 2026. The Active Electrical Cable franchise remains the engine, but the pending D...
Read Article ›Sunoco LP and SunocoCorp LLC reported strong first quarter 2026 financial and operating results, including a net income of $644 million, adjusted EBITDA of $867 million, excluding one time transaction related expenses, and distributable cash flow, as adjusted, of $535 million....
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