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Adyen: Persistent Growth (Ticker: ADYEN)
An introductory (and timely) research report on a stock that’s been on my radar for years.
11 hrs ago
•
Brett Schafer
7
2
3
February 2026
Airbnb: Setting The Stage (Ticker: ABNB)
This statement is a Rorschach test for how you view the company.
Feb 27
•
Brett Schafer
8
1
Portfolio Update: What I am Buying and Selling Today
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Feb 25
•
Brett Schafer
8
1
Nintendo: Are We Doing This Again? (Ticker: NTDOY)
Investor patience is being tested. Let's analyze whether that has created an opportunity.
Feb 20
•
Brett Schafer
14
3
Philip Morris International: The Next Phase (Ticker: PM)
We are beginning a transition from a revenue story to an earnings and cash flow story.
Feb 13
•
Brett Schafer
7
2
Portfolio Update: What I Am Buying And Selling Today
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Feb 6
•
Brett Schafer
5
2
2
Wix.com: A Hidden AI Winner Trading At 10x Free Cash Flow? (Ticker: WIX)
Don't throw the baby out with the AI bath water.
Feb 6
•
Brett Schafer
7
2
2
January 2026
American Express: A Reintroduction (Ticker: AXP)
Initiating coverage on a stock with a wide, reinforcing competitive advantage
Jan 30
•
Brett Schafer
8
2
Interactive Brokers: Changes Brewing (Ticker: IBKR)
Disruptive forces are coming that the brokerage will need to face head on
Jan 23
•
Brett Schafer
8
3
Why I am Shorting Speculative Stocks In 2026 (PLTR, RGTI, OKLO + More)
There is a bounty of investment opportunities for those with the courage to take the plunge.
Jan 16
•
Brett Schafer
7
2
Portfolio Update: What I Am Buying On Monday
Full transparency in the Emerging Moats portfolio
Jan 10
•
Brett Schafer
6
1
Evolus: The Beautification Arms Race (Ticker: EOLS)
A comprehensive research report on a disruptive player in aesthetics
Jan 9
•
Brett Schafer
6
2
2
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