Archive - Long-term Investing

Portfolio Report

Nov 2 •

Microsoft Corporation (MSFT)

Q1 2026 Results. Cloud Acceleration

Nov 1 •

October 2025

Alphabet (GOOGL)

Q3 2025 Results

Oct 30 •

Dell Technologies (Dell)

Riding the AI tailwind (?)

Oct 29 •

Oct 29 •

Long-term Investing

Oct 27 •

Sprouts Farmers Market (SFM)

Oct 27 •

Costco Wholesale (COST)

Quarterly Results

Oct 23 •

Netflix Inc ( NFLX)

Oct 22 •

Advanced Micro Devices (AMD)

Strategic Partnership with OpenAI.

Oct 8 •

Is there a bubble in AI stocks?

The $6.4 trillion question.

Oct 7 •

End-month Portfolio Report

Oct 1 •

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