Simmtech Stock Went Up and That Is Why the Loss Got Bigger
If I buy Simmtech stock today and the price doubles from here, this company will report a bigger loss because of it…
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Daeduck Electronics Stock Has No Normal Year I Can Point To
A minimum return-on-equity screen is a sensible thing to leave switched on.
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LG Electronics Stock: A 56% Crash Into Record Earnings
Here is the question that pulled me back into this name: how does a company print its best second quarter ever and…
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Samsung Foundry Broadcom Deal: The 2nm Chips Aren’t AI Chips
All weekend the headline collapsed into one sentence: Samsung won $200 billion from Broadcom and is finally closing…
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ISU Petasys Stock: The Real Gate Is Capital Discipline
Let me put three numbers side by side. On the most recent annual basis, ISU Petasys stock is backed by operating pr…
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LG Innotek Stock Fell by Half: Why I’m Not Buying Yet
I had been watching this one from the sidelines for a long time. The market now files LG Innotek and Samsung Electr…
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Samsung Electro-Mechanics Stock: The Trigger Sits in Kyoto
Up 756% in the first half of the year. Down roughly a third in five trading sessions.
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SK Hynix Stock Fell 25% After Its Record Nasdaq Debut
On Friday I did something I almost never do — I sat and watched an opening bell.
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EO Technics Stock Fell 45% While Estimates Rose: Why I Buy
Two facts landed on my screen in the same week and refused to sit together.
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Leeno Industrial Stock: Why I’m Starting to Buy the Pullback
Across this series I’ve made a point of naming the kind of moat each time.
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TCK Stock Up 4x: Watching the SiC Ring Leader, Not Buying
Writing this semiconductor supply-chain moat series, the first two names I covered happened to both be cut in half.…
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Park Systems Stock: Buying the Q1 Earnings Dip
Most people meet Park Systems stock through one line: “the world’s No. 1 in atomic force microscopy.” I did too.
