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Celsius Deep Dive: Undervalued Energy Platform!
$CELH stock is down 32% YTD, and presents investors with an interesting turnaround opportunity.
Jul 8
•
Ray Myers
6
1
Take Two Investment Thesis!
Here is why I have made $TTWO 3.4% of my portfolio.
Jul 4
•
Ray Myers
12
2
2
June 2026 Portfolio Review.
+169.76% Since Founding, a CAGR of 17.40%.
Jul 1
•
Ray Myers
5
1
June 2026
One Stop Systems: Enabling Military and Physical AI!
Stock is up 146% YTD as investors seek Physical AI companies.
Jun 30
•
Ray Myers
10
1
AI Bubble or the Next Nvidia? | Micron Deep Dive
Video Stock Deep Dive.
Jun 29
•
Ray Myers
2
1
I Just Bought 2 New Stocks!
Portfolio Update!
Jun 24
•
Ray Myers
9
1
Broadcom Deep Dive: The Custom AI Chip Leader!
A very high quality business that is trading for a fair price.
Jun 17
•
Ray Myers
11
5
Mercado Libre: The Best Company in Latin America is Cheap!
Stock is down 34%, despite accelerating revenue growth and strengthening moat.
Jun 10
•
Ray Myers
11
2
10
May 2026
May 2026 Portfolio Review.
+161.22% Since Founding, a CAGR of 17.06%.
May 30
•
Ray Myers
5
1
Meta: Most Undervalued Mag7!
Investors are worried that Meta might be over investing in AI, while ignoring the Opportunity.
May 28
•
Ray Myers
11
7
Share Cannibals: Why Charlie Munger Loved Them.
10 great and 4 failing examples of Share Cannibals.
May 27
•
Ray Myers
8
4
SpaceX Deep Dive: $2T IPO of the Century!
The long awaited SpaceX IPO is here!
May 25
•
Ray Myers
11
3
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