Adobe Is A High Quality Business With Capital Allocation Problems
In my view, capital allocation decisions within the company raise some red flags that are hard to overlook. As a long-term shareholder, I still...
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Google Stock Could Be Losing Its Moat
Microsoft is improving its search market share, according to analysts. The arrival of ChatGPT hammered Alphabet stock may be ahead as revenue...
250 Views
Merion Road Capital Q3 2022 Investor Letter
Merion Road Capital Management LLC is a registered investment adviser. We focus on value-oriented investing through rigorous fundamental analysis...
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Weekly Stock Bullfinder - Week of 10/31
An interesting dynamic has emerged over the past few months with mega cap technology companies like Meta, Alphabet, and Amazon all seeing...
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Weekly Stock Bullfinder - Week of 7/25
Technology bellwethers Microsoft, Alphabet, and Apple will all report earnings this week which will be closely dissected and produce market moving...
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