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My pick: Axon Is Down 43%. I Own It. Why I am not Buying More, Yet!

On August 5, Axon Enterprise (AXON) reported second-quarter revenue of $904 million, up 35% and its tenth straight quarter above 30% growth, then raised full-year guidance to 32% to 34%. Future contracted bookings reached $15.1 billion, up more than 40%. The stock…

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by theblindrat September 21, 2026

Why I Initiated a Position in Palantir (PLTR): A Strategic Buy Approach

I started buying Palantir (PLTR). Not because it is cheap. It is not. Not because the valuation suddenly became easy. It did not. I bought a starter position because the reset finally moved the stock from “too hard to underwrite” to “ownable…

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by theblindrat June 30, 2026June 30, 2026

Value Investing

PayPal Stock Analysis: Strong Cash Flow Amid Competition

On Sunday night, one of the most famous value investors of the last twenty years posted that he had bought more shares of PayPal (PYPL) at $40.98. His reasoning was almost boring in its simplicity: the company trades at seven to eight…

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by theblindrat June 16, 2026

General Analysis and Commentary

GNG Research review: a single workspace for serious independent investors

Most investors do not lose to a shortage of information. They lose to the sprawl of it. Quotes live on one site, filings on another, charts somewhere else, and the portfolio sits in a brokerage app that barely talks to any of…

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by theblindrat June 14, 2026

Growth Investing

INTU Stock: Why Buying Opportunity Exists After Shake-Up

Stand inside a building when the ground starts to move and every nerve tells you to get out. The walls groan, the light fixtures swing, the glass rattles in its frame. (INTU) has handed its shareholders that exact sensation over the past…

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by theblindrat June 2, 2026June 4, 2026

Tag: health

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